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Abstract Entities, Accounts, Brands, Contacts Oh My!


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Posted

Lovin' Blesta since we started using it in 2014.   We keep growing off the platform.  With growth comes more complex relationships.

Here are some challenges we regularly run up against.

support contact A is the same person supporting multiple accounts.  How can they access all the accounts they support from one login.

sales rep B should only have access to the accounts they sold.  It's the same issue as support contacts, but with different permissions.

company Y is one entity with multiple brands.   How do we filter lists of services off brand?

company Y & Z are completely separate entities owned by the same contact.  Why can't they access all accounts from a single login.

Not really a feature request.... more like is supporting these complex relationships part of the roadmap.

  • jwogrady changed the title to Abstract Entities, Accounts, Brands, Contacts Oh My!

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