Feature Requests
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Allowing a Client to be Assigned to Multiple Client Groups

SiteOx shared this idea 3 years ago
Under Consideration

It would be very helpful if you could assign a client to multiple client groups. As it is now, you can only assign them to one group. However, the ability to assign them to multiple groups, opens up a whole level of functionality to module development.

I have some modules, such as dashboards, that display detailed information about a client's services or relationship with my company. I use a client group to give the proper access to clients accounts (multiple client accounts for the same company need access). Also, you use client groups in the mass mail tool. I categorize my clients, in client groups, based on their main product/service interests. Even if someone signs up, and hasn't bought anything yet, they get assigned to a client group. This is very useful when using the mass mail tool.

Even though I don't use this feature, I know you can give discount percentages to the client groups (Group Discount). For multiple groups assigned to a client, I can see this possibly using the highest discount of all groups the client is assigned to. Another words, if the client is assigned to 3 groups and 2 have a 10% discount, but the 3rd has a 15% discount, they would get the 15% discount.

Comments (3)

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I would use this right now if it was available... Customers can upgrade to different services, which we would want them in seperate groups, so having the ability to add them to different groups would be ideal. Please see if this can be added.

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this is such an obvious requirement. I can't understand why it wasn't setup that way in the first place.