In this article we will be answering the following questions:

  • How to view account relations betweeen your companies using Taimer

Plan: Multi-company support

Permissions: Accounts

 

How to view multi-company account relations

Navigate to your an account card and click on the Account relations tab. Here you will see how your companies are connected to the accounts in your CRM. As admin, you can define account types in settings.

To add multiple accoun types to an accpunt simply click oon the green plus-icon. This is useful for segmentation if e.g. one of youor companies has an account as customer and also sub-contractor. 

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