Topic: Send email to all people under a tag?

I’ve been trying Isaac’s wheeze to export to Outlook 2003 but having no luck. Outlook doesn’t recognise the multiple person vCard, and just imports the first contact.

Does anyone know if Outlook 2007 would cope?

Topic: One person, many companies

We use the dominant company as the main reference and add a link to the secondary companies in the “Background Info” text box. [We also use this as a way of linking people; spouses, partners, associates etc.]

We also add the secondary contact details with a prefix denoting the secondary company.

Topic: One person, many companies

yeah, it’s a bummer. I can see why the database structure does not allow this, but it hurts nevertheless.

I’ve asked for a way to associate people (e.g. spouses, parent/child, former co-workers, etc.), sort of like a Tag + Other Entity. Perhaps this would be a way to handle multiply-employed people.

Cheers

Topic: One person, many companies

This is probably a deal breaker for me as well.

My husband is quitting his current job to work for TWO companies he jointly owns, one with me, one with a friend of ours. I’m mostly CRM shopping for him, so if he can’t even put himself in as contact for both companies, what’s the point?

I really hope this issue is taken up and soon. As a web developer myself, I can see this as being a big update, but it would be SO worth it.

Topic: Send email to all people under a tag?

My unofficial application, Highrise Inquirer, can email based on search criteria.

Cheers

Topic: Send email to all people under a tag?

++

Topic: Send email to all people under a tag?

+1

Topic: Send email to all people under a tag?

+11

Topic: One person, many companies

I keep visiting Highrise’ site periodically, looking wishfully at this product, and have been since it was first rolled out. Many of us keep lurking/visiting, but not writing comments because we don’t feel we get a serious hearing on this topic.

Until we can associate contacts with multiple companies, without adding yet another layer such as cases, we can’t consider Highrise seriously for our business. So the question is, will Highrise ever do this, or should we just give up and start evaluating competitive offerings again/instead?

There aren’t any other obstacles to our adoption of Highrise; this is a complete show-stopper for us.

I understand not discussing feature timeframes until they’re more real, but maybe you could give us a hint on direction?

Topic: Organisation Help

Okay any help on this would be great as I really can’t get my head round it … might just have been a long day!

Our organisation sends short term team trips and most of our contacts on highrise have either been on a trip or are going on one in the future.

It would be nice to be able to run a few queries (so to speak) “All Team Members ever”, “All Team Members 2008” and “All Team Members Zambia Sept 08”.

How would you organise these contacts in highrise to be able to produce these exports?

Topic: Highrise vs. Basecamp?

It appears clear to me that, though some people may use only Highrise or Basecamp due to their needs, a lot of people actually need a tool which integrates Project management plus Crm.
Is this what Sunrise from 37 signals is going to be?

Topic: Send email to all people under a tag?

I would love this feature. I think this is a brilliant and necessary item in the future. DO remember though a simple add-on mentally can be many hours and tons of code. I am always explaining this to my clients.

Topic: One person, many companies

Maybe it’s just me, but when a person belongs to two different companies that person’s notes/files/contact info and often tags are very different. Having one person have multiple companies would also add another field to nearly everything. Tasks would need a which company (well maybe not tasks), Notes would definitely need another field and so would contact info. I personally just add another person with a different title and company. It works rather well. So if John Doe works at two companies and I search for John Doe, I just look for the one in the right company. Something like Snapey suggested might help clean things up a bit, but having one person with multiple companies would add a lot of clutter I think.

EDIT: Not to mention there would have to be a way to sort notes posted about that person in a specific company.

Topic: One person, many companies

+1 for me, again business contacts who are active in the community and work for different voluntary bodies.

Ideally, yes, a contact should have multiple companies listed, but as a compromise I would settle for an ‘alter-ego’ link. Deliberately duplicate the contact under each company and have HR ask me if this is an alter-ego for someone already in the system with the same name. Then simply display the alter-ego(s) whenever a contact is shown.

I agree that email may be a problem if the person only has one email address. I would want HR to duplicate the email to each matching contact as I can always clean up later. This is easier than remembering to cut and paste sent email into notes.

Wikipedia: An alter ego (Latin, “the other I”) is a second self, a second personality or persona within a person.

Topic: Send email to all people under a tag?

I use Highrise to manage models in our modeling agency. I’d love to be able to search for specific talent using the tags (say blondes, blue eyes) then email the list with pictures all in one email to the client.

Topic: Send email to all people under a tag?

Does anybody know if there have been any progress in this area? i.e. is it possible yet to send an email to everyone with the same tag or at least have a link that would propogate default email program address bar with all the email?

Topic: One person, many companies

Doesn’t look like it’s going to happen. Ryan said they’re listening well over a year ago…

Topic: One person, many companies

Is this going to happen, or does this have the possiblity of happening?

Im looking for highrise to replace salesforce.com, and this is the last thing I need. I’d be willing to pay to make this happen!!

Its driving me crazy, because most of my contacts belong to multiple organizations. I’m in the early stage private equity space working with Angel investors and VC’s. Many VC’s belong to angel groups, so they have multiple rolls, and highrise is falling short on this front. Everything else works great, but when I look at a contact, if i can’t see that he belongs to multiple companies then I have a major problem!

thanks

Topic: Migrating data between Basecamp accounts

Just wanted to put my vote in for merging project, too. Thanks.

Topic: Migrating data between Basecamp accounts

I second or third the suggestion that project import/export become a feature. It’s been almost a year since Jason Fried’s post in this very thread that “we’re thinking about clean and quick ways to do this down the road.”

Topic: One person, many companies

+1 please
Company should offer “add another” just like phones, IMs, and emails. I am using Highrise to keep track of my contacts in many social organizations, and like bussetech noted, many of those folks have lots of overlap. I’d like to be able to click on a company (well, “organization” in my case) and see all the folks in it, even if the same person is in several of them. Tagging is a clumsy (but necessary in the meantime) hack to workaround it.

Topic: One person, many companies

I guess this feature would just complicate things up, much to 37s dismay – especially auto filing of emails: if a contact has 1 email address but more than one company, how does HR decide what company to show their emails in?

This is the best solution I can think of:

Just create a new contact for each company one person works at, and to make them distinguishable in a quick search, enter each company name after the surname in brackets: John Smith (Company One), John Smith (Another Company), John Smith (Company Trois).

Put notes about them into the contact that corresponds to the company the note is about. If you wanted to see all notes on this person, across companies, you could create a case that includes all notes from each of their contacts.

Topic: Migrating data between Basecamp accounts

This seems like something I would have expected was already available. At least a way to export from one account and then import into another one. We have two accounts that need to be merged into one. Sucks that we cant do it right now.

Topic: One person, many companies

On the occasions we had had this situation we would tag the contact with the minor company. Most of the time we would duplicate the guy if his or her functions are independent. Had we run into a high level one in our sales process, we would just open up a case for him :)

Topic: One person, many companies

This would be nice to have, but since reasons to contact people would be different I hope if implemented that it would include considerations like these:
1) contact record would show:

...Name

...position @ company #1

...position @ company #2

2) which companies contact info is the one I should use mainly (and something to auto-magically help us see when NOT to call someone’s cell #, or not to send to emails to work address, etc.)
3) consideration on how this affects printing out (or, PDFing) lists of contacts (ex. can I just get a list of phone#’s)
4) obviously, phone#’s, addresses, emails, etc for each company
5) ability to add the other companies a person is at [which is there currently] but also the ability to NOT add that company as anything more than a marker of information [that it, if I learn someone works at Merril Lynch, and they help my org via his own non-profit but Merrill Lynch is NOT involved, I don’t want to accidentally select his work company for actions in HR and definitely don’t want to send emails to his work email address…