Same person, two companies
Link one person across the companies they work with instead of merging, so their history and trust travel with them.
Updated 8 Oct 2026
People move. The purchase head at a Surat mill joins a Mumbai trader; your consultant sits on two companies' boards; a partner is a person who also works inside one of your clients. In KretaOS a person is kept separate from the company they work at, so one human can belong to two companies without becoming two strangers.
Link, don't merge
There are two different jobs here, and KretaOS treats them differently:
- Linking says "these records are the same human". Both company records stay as they are. The person's page shows every company they are at, and their history reads as one.
- Merging says "these two records are the same record, entered twice". One is folded into the other. That is for true duplicates; see Duplicates and merge.
The same person at two companies is a link, never a merge. Each company keeps its own conversations, its own deals and its own consent: Rajesh agreeing to WhatsApp from you as the buyer at one mill does not carry over to a different company.
When someone works with two companies
- Open the second company and press Add contact under People.
- Enter them with the same email address or phone number you already have for them.
- KretaOS may ask Is this someone already in your book? and show the existing person. Open them to check, then add.
They are now one person with two companies. Their page lists both under Companies, marked current or past, and Recent activity shows touches from both.
When someone leaves a company, open their page, press Edit and set their status to Left company. Their past stays on record, and the company shows as past.
When a person is also their own record
Sometimes a person is a contact at a company and also a record of their own, for example "Neha Joshi" as a contact at a client and "Neha Joshi Consulting" as a partner you work with directly. KretaOS spots this and shows Possible duplicate on the page. An Admin presses Review and chooses:
- Link as same person: both records stay, but who they are is unified. The person's page lists the standalone record under Companies as their Own book, and the standalone record says Also a contact at the company. This is usually what you want.
- Merge into one record: the standalone record is folded in completely. Every conversation, fact, task, deal and score moves to the contact's company, and the old link redirects there.
Each choice asks you to confirm before anything happens.
Related
- Duplicates and merge — How KretaOS spots a record entered twice, why it never merges on its own, and what happens when an admin merges two records.
- People — Add the people you deal with at each client, keep their numbers and consent, and use their page as a person-level history.
- Network — Warm paths into leads, people who connect your accounts, who moved on, and accounts that rest on one person.
- Consent and the DPDP Act — A dated consent record per contact and channel: opt-outs are always honoured, and a recorded yes can be required.
Or write to contact@tamkis.com