Group Organisations
complete
Autopilot
Merged in a post:
Group Client Console
Jack Colvin
We have a client with multiple entities and would love to have an option to be able to view each entity in the group via one portal/console
Aaron Wittman
marked this post as
complete
Aaron Wittman
Hi Simone, yes we have been looking into the best way to handle this as a much bigger item. One way can you manage all items for his group would to be to add a client tag to his organisations - you can then filter on this. Let us know if you would like us to send a Loom to show how you can do this?
Simone Rosengren
Aaron Wittman: thank you. Yes can you please send me the Loom?
Simone
Aaron Wittman
marked this post as
under review