In our demo, we spoke with our rep about the need to link profiles for partners and spouses. He mentioned there is a workaround to achieve this through linking the two profiles. One would be the primary contact (indicated by a field) and the secondary contact would be linked to them.
For context, we work in real estate there are two reasons we have to make this work.
First, more often than not, we work with a husband and wife when they buy or sell a home. The client is two people with two email addresses. Both are equally important. Both will have activity logged. Both need to be tied to the pipeline in one way or another.
Second, when we have email and mail marketing campaigns, we need to pull data in two distinct ways. For email, it is relatively straightforward with the individual profiles. But, when we do mail campaigns, it is important to differentiate between a primary and secondary contact so that we do not send duplicate postcards to one house. The plan is to pull data from the primary contact, which will include their home address and formal mailing salutation.
I came across this article for connecting fields but am not sure if it is the right thing. What is the best practice for this situation?