Is there a solution for not being able to add new Organizations when editing a contact?

Question

I am a circus artist and tour the country performing solo circus shows. As such, I typically only have one contact at each organization whether that be a librarian, entertainment director, or theater manager. I am brand new to Honeybook, so I just finished importing my contact list from an SCV file.

I wanted to go back in and manually add each organization to the contact list, but Honeybook won’t allow me to create a new organization in the contact edit screen. It only gives me a dropdown menu with the sample organizations in it.

The only way to add a new organization is when I create a new contact. But that means I’d have to start over, remove the imported contacts and manually create each contact from scratch. Thats so many hours of work.

I considered creating a custom field to track organizations, but I was told by the AI help bot that custom fields can’t be used in contact forms. This kind of defeats the purpose of using them. So, is there a workaround? Or do I really need to delete all my contacts and create each on manually? Please advise. Thanks!

Alicia Bauer · Answer

​@Andrew Silver- You’re not doing anything wrong this is a limitation in how HoneyBook currently handles Organizations.At the moment, you can’t create a new organization from within an existing contact’s edit screen. Organizations can only be created:when creating a new contact, orwhen an organization already exists and can be selected from the dropdownThat’s why you’re seeing only the sample organizations after importing.The good news: you do not need to delete and recreate all your contacts.Best workaround:Pick one existing contact for each organizationEdit that contact and temporarily change something minor (like adding a note)Create the organization by adding it through a new contact onceOnce the organization exists, you’ll then be able to assign it to your already-imported contacts via the dropdownIt’s clunky, but once an organization exists in your account, you can reuse it.You’re also correct about custom fields,they currently can’t be used in contact forms, which limits their usefulness for intake and organization tracking.If managing organizations is core to your workflow (and it sounds like it is), I’d strongly recommend submitting this as a Feature Request.

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