Hi,
we are currently evaluating several CRM, and someone advised us about suiteCRM.
We looked into the demo. Wohoo this is a big piece!
One of our basic needs is to link people (contacts) and companies (accounts):
- contact linked to several contacts
- contact linked to several accounts
- account linked to several accounts
In the demo, we did not found how to link a contact to more than one account, or to other contacts.
For example “Lillian Thiessen” (the first contact in the demo) is director of operations into 2 companies, but this imply to duplicate the contact. So we have 2 “Lillian Thiessen”, which does not reflect the reality.
Is there a way to link a contact to more than one account?
And a way to link a contact to other contacts?