We have contacts that work for multiple companies and it is annoying they can’t be connected to each one.
Currently in Infusionsoft you can only link a contact to 1 company record.
Do you know if this will change in the future?
Michael
P: 1800 309 630
F: 1300 737 548
E: admin@fastrackdealernet.com.au
We are always making changes to the software. We actually take product feedback into account in a big way, when it comes to functionality changes and additions. I would like to invite you to visit https://www.infusionsoft.com/tellus and share your need for this functionality, and what it would look like, in terms of helping infusionsoft be a better part of your business. I can tell you, coming from the support team, this is not the first time I have heard this request.
There might be some specifics to your model to consider, but it is conceivable that the contact link type might help you associate multiple companies to contacts (at least to some degree)
I agree with you. We too need to be able to have one contact associated with multiple companies that they own or are the primary contact for.