Can one client belong to multiple companies?

post by tdenesik on Mar 13, 2025

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

post by allene on Mar 25, 2025

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

post by Wieslaw_Olborski on May 9, 2025

Hi, Is there a known implementation date?

We are also waiting for this function.

post by allene on May 12, 2025

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

post by Christian_TenEyck_EA on May 27, 2025

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.
• 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

Would this Feature Be Helpful to Your Industry

• Votes

• 100%Yes

• 0%No

• 0%Not Applicable

2voters

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