Default Company assignment for Customers with access to Multiple Companies | Community
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Default Company assignment for Customers with access to Multiple Companies

Related products:Data
  • June 26, 2025
  • 0 replies
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It would be incredibly beneficial to add the ability to select a default company for Customers when they have access to multiple companies and they open a new conversation/ticket. For example, If Customer 1 has access to Companies A, B and C. They are an employee of Company A, which is the “Parent” company of Companies B and C. We would like to be able to have it set so that when this user creates a conversation, it defaults to Company A rather than having to search through the list of companies they have access to to select this every time. The reason for this is because we have some customers that have access to 20+ companies. Having a default option for this would be amazing.