Sub-Account Groups/Folders
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Ivette Dominguez
Is it possible to create folders within the agency settings to organize sub-accounts? This would be helpful for companies with multiple sub-contractors, allowing us to group them together under a designated folder for better organization. Additionally, as our agency plans to sell our SaaS product, having the ability to group all SaaS accounts together would streamline management.
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Keith Besherse
Folders for the sub-accounts tab (to group clients by categories of choice) and/or the ability to sort by plan type and active/inactive status would be very helpful.
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Alicia Streger
Agreed- this would be awesome and super helpful for organizing!
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Ketal Patel
I would love folders in the sub-account section to group sub-accounts. I have clients that are Dentists, Plumbers, tutors, etc it would be great to create folders where i can move sub accounts for ease of management