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CRM Issue: Multiple Contact per Customer

  • June 11, 2026
  • 1 reply
  • 793 views
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I have a situation in the CRM where I have multiple contacts per account.  When I add more than one contact per account, the account button on the deals page concatenates the account names which removes the functionality to allow me to open the account overview from within the deals page.  Why is this happening and can I force the CRM to only show a single account per deal?

    1 reply

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    • tommethew
    • New Participant
    • July 28, 2026


    It sounds like the deal is being associated with multiple contact-account relationships, which is why the account field is concatenating the names instead of linking to a single record. In most CRMs, a deal is designed to have one primary account, while multiple contacts can be linked as stakeholders.

    I'd check whether one of the contacts is set as the primary contact and whether the deal itself is linked to a single account rather than inheriting relationships from multiple contacts. If this is expected behavior, it may require a configuration change or a feature enhancement rather than something that can be controlled by a setting.

    Has anyone else found a way to designate a single primary account for a deal in this scenario?

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