Multi-Company Contacts Documentation
Getting Started
Follow these steps to get Multi-Company Contacts up and running.
Install the Module
Upload via Setup > Modules > Install New Module and activate Multi-Company Contacts.
Define Roles
Go to Setup > Multi-Company Contacts and create the roles you need (e.g., CEO, Consultant, Advisor).
Assign a Contact
Open any contact profile. You will see a new "Company Affiliations" tab. Click "Add Company" to link the contact to additional companies.
Download Diagnostics Report
If you need support, go to the module admin page and click the "Download Diagnostics" link. This generates a JSON file with system info, PHP version, installed modules, and recent errors (secrets are automatically redacted). Upload this file when creating a support ticket at custom-perfexcrm.com/support/ for faster troubleshooting.
Tips & Tricks
Get the most out of Multi-Company Contacts with these tips.
Use roles consistently
Define a clear set of roles upfront and use them consistently across all contacts. This makes filtering and reporting much more useful.
Check the company view
When viewing a company profile, you can see all affiliated contacts and their roles. Great for getting a quick overview of key people.
Use diagnostics for faster support
When creating a support ticket, download and attach the diagnostics report from your module settings. It contains system info, PHP version, database details, and recent errors — all with secrets automatically redacted. This helps resolve your issue much faster.
Frequently Asked Questions
How is this different from Perfex CRM's default contact system?
By default, Perfex CRM assigns each contact to exactly one company. Multi-Company Contacts removes this limitation, letting you link a contact to multiple companies with different roles.
Will existing contacts be affected?
No. All existing contact-company relationships are preserved. The module adds the ability to create additional assignments — it does not change or remove existing ones.
Can I define custom roles?
Yes. You can create any number of custom roles (e.g., CEO, Consultant, Board Member, Advisor). Roles are defined in the module settings and are available globally.
Does it affect invoicing or projects?
The primary company assignment (used for invoicing, projects, etc.) remains unchanged. Additional company links are informational and visible in the contact and company profile views.
Is there a limit to how many companies a contact can belong to?
No. A contact can be assigned to as many companies as needed, each with its own role.
Need More Help?
Contact our support team or visit the module page for more information.