Enable affiliations / relationships between contacts
It's very often that customers and/or contacts are associated in one way or another to each other.
It opens the possibility to record affiliations like:
- is spouse of
- is dealer of
- uses products from
- is competitor of
Often Companies have subsidiaries and use various agencies and a single sales opportunity may be related to variety of entities (is subsidiary of) (is AdAgency for). In the AdAgency space they tend to role up through to the big 4 Ad Giants. If the solution is a relationship element betweeen objects the you could use the same relationship mechanism between contacts
Ability to link a contact (child) to another contact (parent). This can be useful wherea primary account holder has authorised a secondary contact to make changes to an account i.e. husband and wife or couples in a defacto relationship who aren't yet married. This may be useful to have other family members be linked to other family members to be an authorised individual on an account.
I am looking at changing over to this based on some testing. Love most of the things about it. I need the customization ability to add a custom data type (instead of being limited to people/organizations/opportunities/cases/etc)... Then I would like to be able to determine the db relationships it has (such as tie it to a person or organization).
If capsule had this key feature, my companies would be in for sure!
We deal with high school and colleges and we would love it if you could connect a contact to a school AND have the school connect to an athletic conference.
Jason Hull commented
This is available in Solve360 (which is ugly and confusing) and we miss it. We use this to keep track of who referred who. We can create a relationship to any contact or company and define or label each end of that relationship... Referrer, Referred by for example
This would be useful, particularly to record agencies, as they often have a different company name, but represent another company in the CRM
Thomas Coyne commented
This is exactly what I am looking for! In my case, Company A may be an agency that represents Company B, C and D so if there was a way to link the agency to one or more organisations, that would be great.
The only work around i'm aware of is creating a custom text field and adding the URL of the organisation that you want to link to. Only issue with this is that it displays the full URL under the address which looks messy. If it could just display the organisation/persons name which hyperlinks to the associated company/person, that would work for me.
Tom Duntley commented
This is SO valuable in many different environments! Our sales and customer service efforts focus on both companies and private clients. In our Social Media driven world this feature is a vital need. If you are used to having it and then it is taken away.... ouch! And of course we'd love to have reporting to go along with it, but being able to document these relationship links within the customer record would be invaluable.
great thing to add, especially when dealing with big companies
Yes, Please add this feature:)
Multi-way relationships are remarkably common. They happen over time in any business, as a supplier also becomes a customer (or vice versa).
We've got a workaround for a basic situation using the Kashflow integration, where we keep two separate financial accounts (one named SALES to prevent confusion); Capsule then picks up both accounts. It does get messy, because we have two key suppliers who collect some sales revenue as our agent and also invoice us, and deduct their supplier invoices from sales revenue. Kashflow allows us to set them up each as a bank, so only one account for each comes over to Capsule.
Paul Bowman commented
Yes, yes, yes. Please.
This would be so useful, I am a broker and some of our clients have business insurance , then private car , home and then family members will have other insurances from us. So the link would be brilliant at a glance.
Antonina Mamzenko commented
yes please! would love this feature. I'm a photographer, so would love a way to link different members of the family, like husband and wife, mother of the bride, etc.
Andrew Nielsen commented
Yes please, one of the things I miss from being a Daylite user
Tom M commented
This would be a fantastic referral-tracking tool, since my business is mostly referral-driven.
Adam Turl commented
This would be great for us. Being able to map the hierarchy in an organisation can be very powerful, and allows us to ensure that we are talking to the right people
Justin Marlin commented
Agree strongly on this one - i think a simple (option) link between certain clients like the spouse of would tie a whole client profile up much better. Especially where two clients are buying a product jointly - this can be demonstrated really simply with a link.
if we can map out the relationship network of our contacts kind of like how Facebook does it -- it will be perfect for building rapport and increasing our sales.
Adrian Barrett commented
Another request for this - also applies where a company has a number of subsidiaries, or where the billing details (particularly where integrating with something like xero) are quite different to the main company address. Having the links between organisations would be most important for us.
This would be a great feature to have. Batchbook has this and it works very well.
I would LOVE this feature as it would help me track referrals.
This would then provide me with everything I need in a crm. In sure many of us can help contribute resources to get this done of needed.
Our example is ad and other agencies and their clients. We would like to be able to associate the ad agency of a client to the client - as we talk to people at both about the clients business.
Hi Duncan, I appreciate the fact that the task we are suggesting is not that simple. However, this is an extremely necessary option for my company so I have been researching other CRMs as an alternative.. If you review how Insightly has done it, I think it might be a great solution for Capsule as well. The way they have done it, it would take care of both this one "Associate one contact with more then one company" and also the request to "Enable affiliations / relationships between contacts". Insightly allows you to create "links" within a contact or organization. withing that link, you can also choose the relationship. I would upload a screenshot if I could.