Topics started by Katrina Stevenson

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Katrina StevensonBeginner
asked in Ask a Peer

Client Portal for clients with multiple entities

Hi everyone! Overall we are loving the Client Portal, however we are running into HUGE issues with clients that have multiple entities in their business.We don’t currently have the entity name in each work item. As a result, when they open up their portal, they have no way of distinguishing between entities.The only fix I’ve found at the moment is to add the entity name to each work item, but it will take me hours to do.

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Sr. Karbon Community Guide
1 year ago

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