About companies and employees

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6 Comments

  • Taylor Choonhaurai

    Is there anyway to have more than one company associated with a persons card? For example, a person contact we have owns 2 companies but there is no was to associate both with his 1 card unless he is a business and we make them both children. 

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  • Katie Dougherty
    Zendesk Community Team

    Hi Taylor Choonhaurai,

    Thanks for reaching out! At this time, each contact person is associated with only one contact company. If the person who works for two businesses has two different business emails or phone numbers, I would suggest creating another contact for them. Otherwise, your decision to use our parent/child company feature is a great workaround!

    Please feel free to post this feedback in our Sell Community Feedback section so others can upvote your suggestion and our Product Team can review the comments. 

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  • Rodger Bradford

    Is there a way that data such as tags or website will flow from the company to the employee or vice-versa?  I find that I have to enter a lot of information twice for my main contacts at most businesses.  

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  • Beto
    Zendesk Customer Advocate

    Hello Rodger!

    Thank you for your question. Currently, tags and information such as website or social media are not things that can "flow" from the company to the employee, or the other way around, because this is considered personal data for each employee. As of now, the data that can be linked is what is mentioned on this article: notes, tasks, appointments, emails, text messages, or calls. 

    If this is making your workflow slower, you could consider leaving your Feedback on our Sell Community Feedback Post, and if it gains enough tractions, our Product Team might consider implementing it.

    I hope this helps!

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  • Alan Muntadas

    Hi, how does SELL manage companies with multiple adresses (sites)? does SELL create a distinct record per company and treat them as different companies?

     

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  • Beau Padesky
    Zendesk Customer Advocate

    Hello Alan,

    The website field on a company contact card can only include a single value, so it's only possible to designate a single address in this field. You could create a custom contact field for additional addresses but these would not hyperlink as the address in the website field does and would be present only to add visibility on the additional associated addresses. More information on custom fields can be found here: https://support.zendesk.com/hc/en-us/articles/360041029914-Creating-and-managing-custom-fields-in-Sell

    Beau | Customer Advocate

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