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Answered

Share contacts between connected customers

Alexandros 3 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 3

I don't think this is possible, but I believe it is a useful feature. We have some customers who have several connected companies, but the contact persons for these are the same. 


Would it be possible to share the same contact person with several connected customers, without having duplicate contact persons?

Answer

Answer
Answered

What is the reason behind sharing contacts between customers? Is it just to avoid duplicates?


If you use Offices functionality to connect customers, one contact can order quotes or confirm them through the Customer Portal in the name of another customer that is in another office. It depends on the setting in contact person's Account Data tab, where they can be given rights to manage quotes/projects ordered by:

  • him-/herself,
  • their department,
  • the default office in the organizational structure,
  • any office in the structure.
Answer
Answered

What is the reason behind sharing contacts between customers? Is it just to avoid duplicates?


If you use Offices functionality to connect customers, one contact can order quotes or confirm them through the Customer Portal in the name of another customer that is in another office. It depends on the setting in contact person's Account Data tab, where they can be given rights to manage quotes/projects ordered by:

  • him-/herself,
  • their department,
  • the default office in the organizational structure,
  • any office in the structure.

Exactly. Some customers use 4-5 different companies for ordering projects, although the contact persons are the same. Here are the problems:

1) We cannot use a single company for the quotes and then change the company when invoicing, because we need the quote to reflect the correct company

2) Almost all customers do not want to order projects through the customer portal, but prefer to send an email, receive the quote and then decide if they will accept it or not (so the solution you proposed would not work)


Thanks for sharing more context.


You are right, if the correct company has to be visible already in quoting and they do not want to order through CP, then I guess the contacts have to be created for every client separately.