Ability To Assign One Client to 2 Different Client Portals
complete
A
Amalie Shaffer (Joy of Membership Team)
There are times when I work with clients on projects where they need to keep the invoicing separate because they are different businesses or organizations and it would be really great if there was a way to assign one client to multiple client portals. They could use the same email address to access the portals and then toggle between the different portals to see information about each project in one place.
Geoff Mina
complete
This feature is complete. You can now have the same email address for a contact under multiple clients. When the user logs into the portal they will have the ability to toggle which client workspace they are viewing.