Add contact to multiple sites

[m.vandun]

Hi,

Is there a way to add a contact to multiple sites? We have multiple organizations where the main contact is a single person.

Kind regards,

Mark

[Guest Ehsan]

Hi Mark (@m.vandun),

Thank you for your post.

I believe I understand your requirement here. I have contacted our Hornbill team to get more information on this. We will get back to you as soon as possible.

Thanks,

Ehsan

[Guest Ehsan]

Hi Mark,

My understanding here is that, when managing a Contact record, you would like to associate more than one Organisation to a single Contact (i.e. in the screenshot below - in Contact form, you would like to select more than item through the Organisation field).

Is that right? If otherwise, could you please clarify with a screenshot if possible.

I look forward to hearing from you.

Thanks,

Ehsan

[m.vandun]

Hi Ehsan,

That is correct. I've tried adding more organisations to this part but it replaces the organisation that is already in it.

Kind regards,

Mark

[m.vandun]

Hi Ehsan,

Any updates on this?

Mark

[Guest Ehsan]

Hi @m.vandun,

Apologies for the late response.

I have contacted our team Hornbill and by design, you can only associate one Organisation to a Contact and there are currently no plans to support the concept of multiple Organisations. That's not to say that this would not change in the future. You can however associate a Colleague to more than one Organisation of type Team.

Thanks,

Ehsan

 

[sprasad]

Hi @Ehsan - Can I ask if there has been any further discussion on this matter please?
We are promoting the Portal to our customers but are having difficulties persuading them to use it, where a contact from an External IT Section looks after 4 different organisations and for him to review their requests, needs 4 different login ID's/password.  Thanks.

[Guest Ehsan]

@sprasad,

We have added structure to support this functionality but unfortunately the work has not progressed thus far due to the current strategic priorities within development and we are not likely to review this enhancement in the next 3 months. There is two parts to requirement, an enhancement required by the Collaboration application and an enhancement by the Service Manager application to incorporate the Requests access. This post will be updated when we have any new updates to share with you.

[sprasad]

Hi @Ehsan Many thanks for the update.

Further to this, I asked for an update on a related Topic and I was advised to also raise with Customer success team.

As a result, Hornbill Expert Services Ref: SR00165781 has been created.  Thanks.