Linking contacts together for quick reference. I.e a husband and wife. | Voters

Linking contacts together for quick reference. I.e a husband and wife.

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Riordan Butler

This would be useful to move between relevant contacts more efficiently. In the same way there is a linked opportunity for the client. Have a field just under opportunities. And it auto fills when you type the desired contact from the contacts list.

HIGHLVL-I-2069

September 17, 2020

Pallavi Kothari

marked this post as

complete

Hi Everyone!

Glad to inform that we are now live with Contact-to-Contact association on Labs. Check out further details on: https://ideas.gohighlevel.com/changelog/contact-to-contact-association

Brooke Haynes

Pallavi KothariYAY@ .So can one CC be stored for the whole family? In other words, when daughter with different email (because she needs her own reminders) checks out, can we use mom's credit card when they are linked now? This is a Mindbody feature and client is patiently waiting!

Pallavi Kothari

Brooke Haynes Currently we are yet to add such functionalities for workflows and such, but now it would be easier and faster for you to find who the mother is when a daughter checks out for sure.

Myles Binford

Pallavi Kothari - I've already tried it an love it. I wish it would be included in Opportunities as well, but this is a great step forward!

Lourens Swart

I am curious what this silution would look like. We had an opportunity to implement GHL: for schools, but I could not come up with a solution to this problem...

Leslee Mcelrath, MD

Needs to at bare minimum have spouse, child, sig other, options. But would be nice to be able to create those options ourself. This option should allow multiple contacts to use the same email as children typically don’t have email but need to be kept track of. The relation accounts should be able to be nested under the primary account

Pallavi Kothari

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in progress

DLawrence Peatross

Pallavi Kothari Ability to list relationship

Jewelli Dova

Pallavi Kothari I'd love to use this to keep track of clients who sponsor new potential clients into my business. So I can include merge tags of the sponsors name and email. And send then both an email - the same message to their respective different email addresses, like a cc. Thank you.

Hugo Thériault-Viau

Do you know when this feature will be available?

Ben Schablowski

Yes, agree. This one would help personalize the experience and access data across contacts.

Leslee Mcelrath, MD

I hope when this update happens it allows us to create the options that link the accounts.

Clive Hornsby

Linking contacts helps when we have multiple contacts for one organisation, so we can easily see the relationships.
It can also be used to track referrals and other relationships between people, which helps us to understand complex relationships.
To get a spec for the development team get a free Insight.ly CRM account because they have got the perfect solution

Matt Barbey

Great to see that this is planned!

Manuel Escotet

Excellent request, I'm a Realtor and I always have husband and wife talking to me so is easy to get confuse. Linking the contact cards somehow is a must.

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