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How can I add multiple contacts with the same organisation name / address?
When I try to add multiple contacts and give them the same organisation details it won't let me go beyond having just the one. I have multiple contacts within the same company who I deal with separately... am I looking at it from the wrong angle or something?
I’m confused
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The best answer from the company
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Ryan
We've relaxed the restriction on Contact Organisation Name in the latest release so you can now add multiple contacts to the same company
I’m happy
The company says
this answers the question
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Inappropriate?Ryan
If you are running multiple projects with a single client/contact, you can specify a particular contact for that project under the advanced options link when creating/editing a project.
This will override the default contact name on invoices.
Hope this helps
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Inappropriate?I'm running multiple projects with a single client (organisation) with multiple contacts at that client.
At the moment I have 3 contacts from Design Agency X, in the contact information only one of them has Design Agency X and its address as part of her info. The others just have their name and phone/email without any organisation association, even if I add them to a project (which I will do later) I still can't put Design Agency X in their contact details.
This is where I'm confused... from what I've read and your reply above I guess a contact has to be related to a project for you to fill out the organisation info? But even then I can't put in the same organisation against different contacts within the organisation.
I hope that makes sense :/
I’m still confused.
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Inappropriate?Ryan
We've relaxed the restriction on Contact Organisation Name in the latest release so you can now add multiple contacts to the same company
I’m happy
The company says
this answers the question
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Inappropriate?How does one actually add in another contact to the same organisation -- I cannot see how to do it. Do you have to re-enter the all the address details again? If so I think it would be better to create a many-to-many relationship from people to organisations.
Also I cannot find the contact overide in the advanced options of the edit project page as stated above.
I’m confused
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Inappropriate?Hi Nye,
At the moment you will have to add a new Contact with the same organisation name as we don't have a many-to-many relationship.
Regarding the contact override, we did some shuffling around and you can now find this in the Advanced Options section of the Edit Invoice screen.
I’m hoping that helps
1 person says
this answers the question
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Inappropriate?Would like to see multiple contacts under a single company record, rather than multiple companies with the same name.
EMPLOYEE
EMPLOYEE
