Mautic Community Forums

One Contact, multiple attributes of same type

Your software
My Mautic version is: 3.0.0
My PHP version is: 7.3.19

Your problem
My problem is:

Hi Mautic Community!

I have the following use case difficulty and trying to find the most optimal solution.

Our contacts are physicians.
They all have name, mobile number, registration number etc. unique to them and they only have one of those.

The difficulty comes with how and where do they practice.

1, Most of them have multiple specialties, like Internal Medicine and Rheumatology, Neurology and Psychiatry etc.
-we would need to include them in all segments where at least one of these matches the filter criteria (e.g. segment of all Neurology specialists)

2, They have multiple workplaces, like
a, Hospital 1, X City, X phone number, and even X email address
b, Hospital 2, Y City, Y phone number, and even Y email address

Multiple doctors work at these hospitals (‘Companies’), but the associated phone numbers are unique to each.

As I understand this is some type of may to many relationship and after digging the net for about two days I am still lost how to optimally approach this type of contact management.

Anyone would have an idea?

These errors are showing in the log:

Steps I have tried to fix the problem:
Online research

Have you considered using tags or combination of tags. From there build a segment using the tag combos

Or add specific custom attributes in the settings menu

Thank you; making progress.

I have been able to add the hospitals as Companies and assign multiple to a Contact.
Also been able to add the specialties as a multi select field and that works fine too.

Only need to add publications somehow.
A publication has multiple authors, has a topic, some text, reference links etc. and every physician has multiple publications and new ones are added constantly.
I would also need to batch import publications.

This logically doesn’t really fit in to the contact’s profile.
Is this a use case for forms or would you have a more optimal approach?

Forms just populate existing fields so I’m not sure if that would be an efficient approach. Mautic generally won’t import duplicate contacts but it might update fields upon upload. @rcheesley would be able to answer better than I would about that, but if you could create a spreadsheet of the publication info and upload it every day week month or whatever was applicable it may be an efficient way to load this data systematically for your existing contacts. If that won’t work you may have to start over by purging mautic and using a spreadsheet to enter all the data on once upon upload.