Currently, the account manager block on quotes displays the primary company name pulled from Autotask (company 0). For customers whose Autotask setup uses a holding/parent company as their primary company, this results in a company name being shown that doesn't match their trading name or the brand they present to their end customers.
We would like the option to display the Line of Business here instead, as this better reflects how most of our customer-facing branding is structured.
Expected behaviour
The account manager block shows the Line of Business name rather than the primary Autotask company name.
Current behaviour
The primary Autotask company (company 0) name is always shown, with no way to override or substitute it.
Impact
Quotes are sent to end customers with a company name that doesn't match the expected branding, which looks unprofessional and can cause confusion.
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New
Feature Request
1 day ago
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New
Feature Request
1 day ago
Get notified by email when there are changes.