Is there currently a way to be able to assign multiple relationships to each contact? We also have Relationships live in each C360 and I would like our CSMs to be able to assign different relationships to each contact. For example:
Customer ABC has three R360s - Blue, Green and Red
John works for ABC but he is only involved in Blue and Green, never Red.
Is it possible to add a field in Person section in C360 that would allow to select the two relationships and assign them to John?
Our R360s refresh on daily basis so aren't a static list, at the same time we have over 500 relationships so I would like to be able to have a drop-down list for CSM to use, rather than typing the actual names/relationship IDs directly.
The main objectives of this are:
- ability to see which contacts belong to which relationships - something we don't have yet
- direct various datasets e.g. Zendesk data to the correct relationships using this mapping. So if John raises a ticket, this will appear in three places: C360: ABC, R360: Blue and R360: Green
Thanks in advance
Best answer by kunal_bhatView original