Skip to main content

One contact to multiple clients

Feature Request

It would be nice to be able to attach contacts with multiple clients. Sometimes I service a contact’s business and their home, and I need to be able to invoice them separately. But in many of those situations, the contact is the same (e-mail and phone number)

Would be great if the system managed that with a bit more granularity, instead of just blocking the ability to add a contact with the same info.

Status: Closed5 comments

Log in to comment and vote

Comments5

  • Jade Petal

    Hey @Mikel from Gorelo you can go ahead and close this one. This was me problem, not a tool problem.

  • Harlequin Zipper

    We have several Customers that have several employees (Contacts in Gorelo) that work at multiple different Clients

  • Mikel from Gorelo

    Team

    Hi mate,

    Contacts can still be used across different clients when necessary — on a ticket, in billing etc. Start typing their email and you’ll see ‘Search all clients’ appear:

    Only a single contact can exist per unique email address as that’s how we know what client to associate tickets with etc.

    Cheers,

    Mikel.

    • Jade Petal

      AHHH, got it. I was one screen away from seeing what i wanted to see when sending an invoice. This is extremely helpful, thank you!

    • Amaranth Cherry

      I see you can do this within tickets as you mentioned @Mikel from Gorelo, but I had an instance today where I wanted to do this for a client location (sister company of another) and was unable to do so as the search all clients option doesn’t exist there (see below).