Multiple Company Feature ETA

General
1

Hi Copilot Team,

Any ETA on when the Feature to Tie Clients to Multiple Companies is set to ship?

2 Likes
2

We’re on track to ship it by end of June!

3 Likes
3

From another Request Thread :
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

4

Hi @Christian_TenEyck_EA ! Thanks for sharing this enhancement request. I want to make sure I fully understand what you’re asking so I can provide the most accurate update.

Are you referring to the ability for a single client to be associated with multiple companies? If so, this feature is already in development and is scheduled to be released by the end of June. With this update, clients will be able to switch between companies in their portal, and all associated data (contracts, invoices, and more) will be separated by company.

A couple of things I’d love clarification on:

  1. When you mention “partners specific to Business Profiles,” could you explain what you mean by partners in this context?
  2. Are there additional features you’re envisioning beyond what’s already planned with the upcoming release?

Once I have a better understanding, I’ll be able to provide more specific insights.

Thanks again! Looking forward to your reply. :grinning_face:

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Thank you, Marlon, for the update. Really looking forward to this feature!

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  1. When you mention “partners specific to Business Profiles,” could you explain what you mean by partners in this context?

  • I have several Personal Profiles , that may be needed to be assigned to one Business.

  • I am hoping that we can eventually add a monetise feature the Business and Personal in the CRMs.

    • We cannot auto check or charge monthly platform fees to each individuals to recoup the Admin Costs we carry with you as a solution provider.
    • I have to manually Invoice each person when they sign up to use the Platform for their Convenience.
    • It is Revenue Forward thinking , but is a way many Firms that are cloud hosted to ;
      • Drive Revenue Share between the Developers > Admin Users > to Clients Facing Users
      • The Revenue then grows your budget to drive development.

I am more than happy to share thoughts with you or @marlon in a meeting.

Christian TenEyck, EA
TenEyck Business Services
Solutions for Small Business
A: Jersey City, New Jersey USA
e : Christian@TenEyckBusinessServices.com

7

Hi Marlon,

Any updated ETA on this feature? I don’t believe it has shipped with the latest update with Shopify-like service menus

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Hi @Andrew_Lowe thanks for reaching out! This is slated for release at the end of July – almost there! I know this is a highly anticipated feature and look forward to getting it into your hands. In the meantime, please don’t hesitate to reach out with any questions or requests :woman_dancing:

1 Like
9

Just to follow-up on this request. How’s the ETA on this feature shipping? Is it still looking like this will be ready for End of July?

10

Hi @Andrew_Lowe! Thanks for reaching out! Right now the ETA for this feature’s release is first week of August for our beta users and in mid August it will be released to everyone. We apologize for the delay! Please let us know if you have any other questions. We are always here to help! :grinning_face: