About companies and employees

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4 Comments

  • 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

    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 P.
    Zendesk Customer Care

    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

    Ask our Zendesk Community

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