Multiple Groups For Clients

[velaware]

I know this was brought up before but why not let us assign multiple groups to a client?

 

Case in point, I have custom fields set in the "General" group that fit everyone, but also want custom fields set for my hosting clients.  Having one without the other hurts a lot.

[Michael]

If you want, I'd recommend doing what we do, we have the same fields on every group. We change customers as they register.

 

If they found us on Blesta, they get put into the Blesta group, if they found us on WHT, they get that group. It makes it easier to see the colours. If they found us on a non group name they get general.

[Tyson]

Client groups have their own settings, so a client in multiple groups (if it were possible) would have 2 sets of settings with potentially different values. For example, invoice days before renewal might be 2 days in one group, but 10 days in another. When should Blesta invoice a renewing service?

 

That's just one example, but there's plenty more going on that would inhibit a many-to-many relationship like that.

[Michael]

  On 1/17/2014 at 6:10 PM, Tyson said:

Client groups have their own settings, so a client in multiple groups (if it were possible) would have 2 sets of settings with potentially different values. For example, invoice days before renewal might be 2 days in one group, but 10 days in another. When should Blesta invoice a renewing service?

 

That's just one example, but there's plenty more going on that would inhibit a many-to-many relationship like that.

Maybe a function to set priority rating.

[Paul]

The simpler solution, with the example the OP provided is to be able to independently create groups of custom client fields, and then assign one or more of them to client groups.

[Cody]

  On 1/17/2014 at 8:48 PM, Paul said:

The simpler solution, with the example the OP provided is to be able to independently create groups of custom client fields, and then assign one or more of them to client groups.

 

Yup. Custom Client Field Groups. Categorize custom client fields into one or more groups, assign one or more groups to a client group. Done.