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Status Backlog
Categories Contact data model
Created by Guest
Created on Jan 8, 2024

Contact can be added to more than 1 account

It would be amazing if a contact can be added to more than 1 account. We have Property managers who need to be on multiple property accounts but we can only currently have them on 1. This would be helpful so we dont have to double search the contact in multiple accounts or try to remember which account the contact works with as well.

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  • Guest
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    Nov 8, 2024

    I have requested the developers to provide a new field type (account link) which is a drop down multi-select field where the options in the drop down are a list of all accounts. You can then create a field called "Property Manager" and select which of the other accounts (properties) they manage. When you go to any of the those managed properties, you'll see the name of the Property Manager. Simple and effective.

    You probably already have a drop down list of something like "Account Type" where you can specify if the account is a property manager or a managed property (you probably have other types of businesses that you deal with). Again, I asked Front to make it possible for drop down lists to do multi-select.