Question

Relating a person to 2 companies

  • 3 February 2022
  • 2 replies
  • 64 views

Userlevel 1

Morning, I’m having an issue relating a person to a company (she doesn’t come up when I start to type her name in but she is definitely already entered). I’m wondering if it has to do with the fact that she is already related to another company. The end goal is to have her related to 2 companies since they are both hers. Can a person be related to 2 companies? If so, why might I be having issues relating her to the newer one? Thanks in advance!


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2 replies

Userlevel 7
Badge +7

Hi @DawnTPN, my apologies for the delayed reply! You are correct - a person can only be associated with one company and that’s why you’re unable to add an additional one.

My colleague Natalie did a short write-up on using custom Connect Fields to build those connections with multiple companies. Check if out in this thread:

 

We also have an open Idea about this - if you give it an upvote we’ll notify you on any updates.

 

Thank you Dawn :slight_smile:

Userlevel 1

Thank you so much, Michelle! All very helpful.