About companies and employees

Return to top


  • 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.  

  • Beto
    Zendesk Customer Care

    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!


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


  • 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

  • Taylor Phelan

    I would love to be able to add a Primary Contact to a company record. In reality, no one is emailing info@companyname or calling the company's front desk when they need to speak to someone. Instead, we are contacting an individual person who is likely already in our system. Sometimes the primary contact is an employee. But when there are 37 employees, how would one know who the primary contact is? And let's say the primary contact for a child company is actually employed by the parent company - even if I could add them as an employee to more than one account, I wouldn't want to add them as an employee of the child just to have them listed as a contact.

    In my mind, here is the solution for this...

    • Add a "primary contact" field in the lightbox popup when editing a company's info. This can go right at the top under Company Name / Parent Company and pull from existing contacts within the database. This is ideal because it doesn't mess with the employee block and would appear in the left-hand column of the profile along with all the other account summary info.

    A use case is that we have a parent company that has 10 child companies. A VP at the parent company is the primary contact for each of these 10 companies. I need to be able to easily notate that.

    This simple feature would solve a major setback for our team and I assume many others!


Please sign in to leave a comment.

Powered by Zendesk