Can one client belong to multiple companies?

Product Feedback
1

Can one client belong to multiple companies? I need to have multiple companies for some of my clients. Thanks!

2

Hi @tdenesik ! Not currently, but this is a feature we’re actively developing. Stay tuned to our changelog here, or your Latest Releases section on your home page in the Copilot dashboard for further updates :slightly_smiling_face:

4

Hi, Is there a known implementation date?
We are also waiting for this function.

5

@Wieslaw_Olborski This feature is still in development, but we’re aiming for late Q2/early Q3 :slightly_smiling_face:

6

Hi Team ,

Product Enhancement request Follow Up
Do we have a Date and deliverable for this Feature?

Internal Facing

  • Would love to be able to have 1 Client that manages multiple Companies or services.
  • This would be great to either Link a Business or a Client to a Business Feature.
  • This will eventually be able to assign Partners specific to Business Profiles rather than individuals for legal and Tax Purpose. :smiley:
  • Assign Features or development to an

Client Facing Dashboard

  • Toggle Between Multiple Business Assigned
  • Bifurcation of Assigned Projects, Contracts and Invoices to Business
  • Bifurcation of Assigned Features and Statuses

Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e: Christian@TenEyckBusinessServices.com
D: (732) 266-7768

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