Companies / Contact Relationships

Often you'll want to group a number of individuals in your CRM system into a "company" - sometimes called an "account" in other systems. Brightpearl handles this with the concept of Primary and Secondary contacts.

How It Works

All contacts in your Brightpearl CRM are at the same level (i.e. there's no Account hierarchy).

Contacts sharing the same company name will be grouped into the same company. One of the contacts within the company will be set as the primary contact . All the others are secondary contacts (or staff members, if you like).

If you raise a sale or a purchase on a secondary contact, then that sale will be on the secondary contact's record. Any invoices however, will be created on the primary contact account, which allows you to have a centralised accounting contact with a number of different buyers, for example.

Once a primary contact has a financial history (i.e. invoices or payment allocations) then you can't set them to be a secondary contact of someone else.

Viewing a Company

To view a company record use the Quick Search for use the filters on the contact listing. When the results are displayed click on any of the contacts within the company to open their record. At the top of the screen click on the company name. The company record lists all the "colleagues" and displays the history and notes from ALL the contacts within the company.

Changing the Primary Contact of a Company

Open the contact's record (or the company) and navigate to the Colleagues tab . Click the Make Primary  button to transfer financial records and other Primary Contact associations to that contact.

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