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

How it works

All contacts in your Pearl CRM are at the same level (ie 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 (ie invoices or payment allocations) then you can't set them to be a secondary contact of someone else.

To change the primary contact of a company

This is only possible if there are no financial records on the primary contact.