Client Linking
We have a customer that uses a common domain name for multiple entities. They have a holding company with several corporations under that umbrella.
Example:
Acme Management Inc (acme.com)
- Acme 1 Inc (acme.com)
- Acme 2 Inc (acme.com)
- Acme 3 Inc (acme.com)
All of the invoices will go to ap@acme.com for all Acme Management entities. I believe that the entities should be in Gorelo as individual clients.
Is there a way to link multiple clients together?
Is there a way to have one contact linked to multiple clients for portal, ticketing and billing?
Any other advice to streamline this setup is welcome. Thank you.
1 Reply
Hi mate, there is no way to truly link clients with each other. And there is no way at this stage to give a contact access to multiple clients via the client portal.
The best approach for the portal would be to use email with +addressing for each client.
That said, there might be a different approach where Acme1/2/3 could potentially just be locations under the client Acme Management.
You can do most things on a Location level like contract billing, tickets, policies etc.
It really comes down to how complex the Acme1/2/3 entities are and whether they would fit as locations or truly need their own location management.
Happy to chat through this further on a call if you’d like.