Note that we will be discontinuing our Artful.ly ticketing and CRM service effective July 31, 2020. Here's more info about this decision and what it entails.
With the Relationships kit activated, you can now indicate which individuals in your database are employed by which companies. To further clarify who to contact for your staff, there is a "Primary Contact" relationship type. This only works between an individual and a company record in your database. For example, if you're working with a grants officer at a foundation, it's a good idea to list them as your primary contact there. That way, when someone views their record, they'll know who to to reach out to.
From a company's record
- Visit the company's record and select the Work with... button to edit their information.
- Select the Relationships tab on the left.
- Click on the drop down menu and select the Primary contact for relationship type.
- Start typing the name of an individual in your database. Artful.ly will suggest names, select the correct one and save your changes.
These changes will now be saved both on the individual's record, as well as the company record. To further highlight this relationship, you can Star it.