Add The Ability to Link / Relate Two Contacts
I would like to relate contacts with customized fields like People A is Father of People B, People B then automatically would be son of People A... then customized like... People C is lawyer for People D, E, F, G... etc.
This feature is in consideration for our 2016 roadmap.
-
Anonymous commented
+1 Thanks!
-
Sarah Friesen commented
Please please please add this feature. So important to smooth communication between team members working on a "deal" together!
-
Allison commented
Hoping to see this feature coming soon!
-
Steve commented
This I find hard to belie. You should take a page from Insightly playbook on this. You can relate everything to everything with ease. A very powerful and effective feature and the main feature I was trying to find in nimble. Too bad.... otherwise you have a promising product
-
SaraD commented
Please add this feature - it would be a huge help.
-
Anonymous commented
How is this not already part of what you offer? Please make this available. It's a crucial element to a CRM. . .
-
T Shannon commented
Is this idea still "under review"?
-
Jak commented
if tagging were more functional (able to view & edit on global level) -- it could address this...
-
Anonymous commented
has this been done? any response from Nible?
-
Pat commented
How can this be voted on? I try but it says that voting is closed.
-
Anonymous commented
This is essential to my real estate business, especially for people who are married or who live at the same mailing address. Otherwise, every time I download my contacts for a mail-out, I have to do a bunch of work to ensure the mail out is addressed to both people and that only one mailing goes to that address. This would be critical for anyone who doesn't work B2B. I was told to use the company field field to tie two people together, but I need the company field because it's also important that I know what my prospects do for a living. There is currently no workaround that is satisfactory.
-
Hermann Paar commented
Add this please. It's extremely important.
-
Anonymous commented
This is critical for my real estate business and could be a make or break deal for me. It's also very important because I use this same database for printed marketing, and I don't want to send two postcards to the same household simply because I can't link a married couple together.
-
debra cleaver commented
this is a common feature of other CRMs, including insightly. add this feature! it's a great idea!
-
Mark commented
This seems like a "no brainer" feature given the focus of this application ... to increase your relationship management capability by having an integrated view of who is connected in your network and how they are interacting. Please add this capability, and please enable this between individual and company contacts
-
David Johns commented
Yes, please add this, I would like to be able to link related contacts, and/or remember who connected me to who... Thank you for this great tool
-
Matt commented
As a CPA with several generations of clients, this would be very helpful for me as well.
-
Harvey commented
That's a critical requirement for me as well. It's a feature offered by Solve360, Insightly and Batchbook, I believe.
-
Anonymous commented
In Redtail and in Insightly. You can household clients, so you will be able to see husband and wife together and if they have any kids, or if someone is a Trustee we can tell how they are related. Great feature to have.
-
John Fulwider commented
My clients are nonprofit board presidents and CEOs. It would be *magical* to see links to all a client's board members when I click on a client's record.