Our company has a need to track the individual that something is purchased for, regardless of who actually made the purchase. Is there a tool or a hack that allows us to track who something should be for and add them as a client, rather than merely tracking the purchaser?
For example, we provide health tests that are highly individualized. We’d like to automate our system that regardless who purchased the test, we send e-mails to the lab companies which indicate who the actual client (testee) is and not who the purchaser is. We would then like to automate the system to then track that persons results and next steps, but can’t do so if it isn’t associated with the recipient of the tests instead of the purchaser.
While I understand we could do this manually, this would be quite cumbersome due to the volume we are expecting.
Any and all solutions welcome.