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HighLevel users can't reliably link contacts and companies
.74
Demand — how loud & how many (score)
Willing to payExplicit
Momentum (7d)▼ 15.3%
Cluster22 posts · 21 people
MarketplaceHighLevel Marketplace
Updated15d ago
The story
The pain
We struggle with a broken connection between the Business Name field on contacts and the Companies tab. When we update one, the other doesn't sync, forcing us to manually align them or risk creating duplicate companies. This makes it nearly impossible to manage B2B relationships efficiently, and the lack of a proper lookup field for companies adds to the frustration.
Evidence
What people said · 22 complaints, 21 people
When you add the Business Name, it creates a Company in the Companies tab but there are no other connections between them after that aside from showing associations. We need changes between the two tabs to be dynamic. That is to say, if you update the Business Name, it updates the Company Name in the companies tab or if you update a custom field in the contact, it updates that field in the associated Company. Currently, if we don't remember to make the change in the Company tab, they no longer align.
Just stumbled over this issue today, and amazed at the way it was "solved" having two separate fields. Only that the Business Name can create a new company, but when I select an existing company, the business name stays empty!? Really strange. Also, we can't add the connected company name in the contact list as a new column and therefore can not be filtered or found by typing it in, so I am pretty much forced to manually type in the business name as well and risking creating a new company if I don't type it in 100% the same way. Just a big mess!!
I need to be able to add multiple companies to a single Contact, they may or may not have the same email address - this is a must, i'm ready to cxl my service because this feature is needed - we are trying thru opportunities and it is causing to many clicks and to many headaches.
The Opportunity Business field should work like the contact field where you see a list of your Companies or have the option to create a new one. One letter off and you generate a new Company Contact.
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