Hi - we have a problem in that we have so many contacts in our system but we can have a number of contacts all from the one company. Is there a way to link the contacts together so if you add a task to one of the “linked” contacts, but then look at another of those contacts, it shows there is already a task under the original contact (that is linked). For example:
Person A - is the Managing Director
Person B - is the 2IC
Person A has contacted us so there is a task against this person but someone else gets an enquiry from Person B. Because there is no relationship in our system for the two people, the second person doesn’t know there is already a task against Person A so starts a new line of enquiry with Person B. Is there a way to link Person A & B together so it doesn’t matter which person you find, the information is there against both?