New Feature Announcement for Tuesday 17th December: Link Contacts to Multiple Accounts

Administrate General Release Notes
Available for Essentials, Enterprise and DX Editions.

What's New?

We’re excited to announce a new feature available on Tuesday 17th of December at 12:00pm GMT.

You can now associate a single Contact with multiple Accounts, enabling better tracking of training progress, interactions, and sales across different contexts - all while maintaining a unified contact record.

What will this feature help you do?

In many cases, a single contact, such as an employee, learner, or instructor, may belong to multiple groups or accounts. This feature ensures you can maintain a complete record of their relationships, showing where they primarily belong and how they’re connected to other accounts.

For example:

• A contractor could work for two or more divisions within the same organization, requiring separate account associations.
• A reseller might represent multiple client accounts, each needing tracking and communication separately.
• An instructor might teach for a specific company while also offering independent training sessions to the public.
• An employee may shift departments or get promoted but still retain ties to their previous roles for overlapping projects or training.
• A learner might attend training as an individual or through their employer.

This feature also keeps a history of account relationships, making it easy to track changes if someone moves between accounts. With this flexibility, you can manage and understand contacts more effectively without duplicate records or missing context.

How to use it?

• Assign a Contact to Multiple Accounts:
  Go to Contact → Accounts (Tab) → Add Account to add account associations. The list will show all Accounts a contact is linked to, with a primary account status pill indicating the root account.
• Change Primary Account:
  From the kebab menu, select Make Primary to designate the contact’s main account. Other accounts will appear as Membership accounts.
• Contacts on Lists:
  Contacts will appear on all contact lists for every account they are associated with.

• You can specify a Contact as a Primary Contact on any of the Accounts they belong to

Registrations:

• Admins can choose the specific account to associate when registering a contact for events.
• Sales Opportunities now allow selecting contacts through their Membership accounts (non-primary).

Reports:

This functionality is fully supported in reporting, ensuring data flexibility and accuracy.

Search:

The Global Search now includes all accounts a contact is associated with, making it easier to find and track contacts.