{"id":67645,"date":"2025-03-07T10:14:33","date_gmt":"2025-03-07T10:14:33","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/07\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\/"},"modified":"2025-03-07T10:15:45","modified_gmt":"2025-03-07T10:15:45","slug":"multiple-companies-with-the-same-primary-contact-for-perfex-crm","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2025\/03\/07\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\/","title":{"rendered":"Multiple Companies with the Same Primary Contact for Perfex CRM"},"content":{"rendered":"<a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<p><a class=\"wp_automatic_demo_btn\" target=\"_blank\" href=\"\">LIVE PREVIEW<\/a><a class=\"wp_automatic_buy_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fmultiple-companies-with-the-same-primary-contact-for-perfex-crm%2F53233389\">BUY FOR $69<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/previews.customer.envatousercontent.com\/files\/510383868\/main.jpeg\"><\/p>\n<p><\/p>\n<h3 id=\"item-description__-note-this-is-a-module-for-perfex-crm-not-a-standalone-script\">\n<p>    <strong>Observe:<\/strong> This can be a <strong>module<\/strong> for <a href=\"https:\/\/codecanyon.net\/item\/perfex-powerful-open-source-crm\/14013737\">Perfex CRM<\/a>.<br \/>\n    Not a standalone script. <\/p>\n<\/h3>\n<p> <a href=\"https:\/\/demo1.suitedigital.net\/admin\/clients\" rel=\"nofollow\"> Demo Link <\/a> <\/p>\n<h3 id=\"item-description__multiple-companies-with-the-same-primary-contact-for-perfex-crm\"><strong>A number of Firms with the Identical Main Contact for Perfex CRM<\/strong><\/h3>\n<p>If an individual has a number of firms, you now not must outline completely different e mail addresses and person credentials for every firm. <\/p>\n<p>With this module, you&#8217;ll be able to assign the identical e mail and password for all of a contact&#8217;s firms. <\/p>\n<p>When your buyer logs in, they see a listing of their registered firms within the high menu. <\/p>\n<p>They&#8217;ll view and handle information corresponding to invoices, contracts, and initiatives for the chosen firm from the record. <\/p>\n<p>There isn&#8217;t a longer a must enter separate person credentials for every firm or log in\/out to modify between firms<\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/demo1.suitedigital.net\/codecanyon\/mult_comp\/1_customer_list.png\" alt=\"Template For Perfex\" \/><\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/demo1.suitedigital.net\/codecanyon\/mult_comp\/2_client_side.png\" alt=\"Template For Perfex\" \/><\/p>\n<\/p>\n<p> <a href=\"https:\/\/demo1.suitedigital.net\/admin\/clients\" rel=\"nofollow\"> Demo Link <\/a> <\/p>\n<p> <b>Username : <b><a href=\"mailto:demo@demo.com\">demo@demo.com<\/a><\/b><\/b><\/p>\n<p> <b>Password : <b>1234<\/b><\/b><\/p>\n<\/p>\n<p> <a href=\"https:\/\/demo1.suitedigital.net\/\" rel=\"nofollow\"> Client  Demo Link <\/a> <\/p>\n<p> <b>Username : <b><a href=\"mailto:client@demo.com\">client@demo.com<\/a><\/b><\/b><\/p>\n<p> <b>Password : <b>1234<\/b><\/b><\/p>\n<\/p>\n<p><\/p>\n<p>\n<\/p>\n<h3 id=\"item-description__-change-logs\"> <b>Change Logs <\/b> <\/h3>\n<p>Model 1.0.5 \/ 2024-09-07 <\/p>\n<pre>- Added possibility to pick a current contact when including an individual to a buyer<\/pre>\n<p><\/p>\n<p>Model 1.0.4 \/ 2024-08-16 <\/p>\n<pre>- Eliminated e mail uniqueness test when changing result in buyer<\/pre>\n<p><\/p>\n<p>Model 1.0.3 \/ 2024-07-15 <\/p>\n<pre>- Management added for duplicate emails in the identical firm.<\/pre>\n<p><\/p>\n<p>Model 1.0.2 \/ 2024-07-14 <\/p>\n<pre>- Firms the place the contact is registered have been listed on the contact element.<\/pre>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 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Not a standalone script. Demo Link A number of Firms with the&#8230;<\/p>\n","protected":false},"author":1,"featured_media":67646,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[793,222,794,795],"class_list":["post-67645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-codes","tag-multiple-companies","tag-perfex-crm","tag-perfex-multi-client","tag-same-primay-contact"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Multiple Companies with the Same Primary Contact for Perfex CRM - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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Tons of people enjoy reading tech blogs on a daily basis.mailinvest.blog tracks all the latest consumer technology breakthroughs and shows you what&#039;s new, what matters and how technology can enrich your life. mailinvest.blog also provides the information, tools, and advice that helps when deciding what to buy.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/mailinvest.blog\/index.php\/2025\/03\/07\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"mailinvest.blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/freelanceracademic\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-07T10:14:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-07T10:15:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mailinvest.blog\/wp-content\/uploads\/2025\/03\/1741342475_main.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"590\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin@mailinvest.blog\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin@mailinvest.blog\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/\"},\"author\":{\"name\":\"admin@mailinvest.blog\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#\\\/schema\\\/person\\\/012701c4c204d4e4ebd34f926cfd31a4\"},\"headline\":\"Multiple Companies with the Same Primary Contact for Perfex CRM\",\"datePublished\":\"2025-03-07T10:14:33+00:00\",\"dateModified\":\"2025-03-07T10:15:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/\"},\"wordCount\":177,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mailinvest.blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/1741342475_main.jpeg\",\"keywords\":[\"multiple companies\",\"perfex crm\",\"perfex multi client\",\"same primay contact\"],\"articleSection\":[\"Code's\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/\",\"url\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/\",\"name\":\"Multiple Companies with the Same Primary Contact for Perfex CRM - mailinvest.blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/mailinvest.blog\\\/index.php\\\/2025\\\/03\\\/07\\\/multiple-companies-with-the-same-primary-contact-for-perfex-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mailinvest.blog\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/1741342475_main.jpeg\",\"datePublished\":\"2025-03-07T10:14:33+00:00\",\"dateModified\":\"2025-03-07T10:15:45+00:00\",\"description\":\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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