Description
When a contact is linked to multiple companies (e.g. as a contact at several branch locations under a shared parent), they are prompted to select a company each time they log in to the portal. Once inside, they can only see quotes belonging to that specific company. There is no way to get a consolidated view of all quotes across all linked companies without switching between them.
This is a friction point for end customers who operate across multiple entities or branch locations and want a single unified overview of their quotes.
Steps to reproduce
Create a contact and link them to multiple companies (e.g. a parent HQ and several child branches)
Send quotes to different companies, all addressed to this contact
Have the contact log in to the portal
Observe that they must choose a company at login, and can only see quotes per company, not across all of them
Expected behaviour
A contact linked to multiple companies should have the option to view all quotes addressed to them in a single consolidated overview, regardless of which company the quote was sent under.
Desired solution / idea
Allow contacts to toggle between a "per-company" view and a "cross-company" view in the portal, showing all quotes across every company they are linked to. This would be especially valuable in parent/child setups where one person is the primary contact across the group.
Impact
Contacts at multi-branch or holding-structure customers cannot get a combined overview without repeatedly switching context at login. This creates unnecessary friction and support requests.
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New
Feature Request
2 days ago
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New
Feature Request
2 days ago
Get notified by email when there are changes.