Ability to select multiple companies for an External contact
S
Saumya Dubey
As a business user, I need the ability to select multiple companies for a single external contact.
This is important because some external users are involved in different processes across various companies. I do not want to grant them "All Companies/Global" access, but I need the flexibility to associate them with the relevant companies they interact with.
C
Claudine Richardson
Hiya Saumya Dubey, thanks for this post! I have a few more questions for you:
- How frequently do external contacts need to be associated with multiple companies?
- Are there specific roles or permissions that should be considered when associating an external contact with multiple companies?
- Can you provide examples of scenarios where an external contact interacts with multiple companies?