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Contact for more than one client

Feature Request

I saw a post on this that was closed but what I’m looking for wasn’t exactly what that post was about. I know I can associate a contact from a different client across tickets, billing, etc but I need the ability to actually associate a contact in the contact list for more than one client. Sometimes I’ll have a manager/approver for more than one of my clients. I’m going to use plus-addressing for now but just be nice to simply select multiple clients at the time of contact creation.

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Comments2

  • Mikel from Gorelo

    Team

    If an email was then received from this contact with multiple clients, what client would the ticket be created under?

    If they existed under multiple clients, would they always share the same tags across those clients or are there circumstances where they might be an approver at one client and not at another?

    • Lime Manatee

      That’s a good question about if they send an email, which client it would be under. I guess one of the clients would have to be the ‘primary’ client and then it could be changed manually after the fact if it was for the other client.

      For this particular use case for me, the few contacts in question are always an approver that covers multiple clients.

  • Linked to One contact to multiple clients