Quote: Show Line of Business instead of primary company name under account manager

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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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Date

1 day ago

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