If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Merging Accounts or Creating Master Accounts for Separate Entities


There are instances where we have one email for multiple accounts; There are instances where accounts have been entered differently by staff; I would like to be able to see a Master account and all of their sub accounts.
I would also like to see a way to merge accounts, so we do not lose history and communication when multiple accounts were accidently created

0 votes

New Idea · Last Updated


Sign In or Register to comment.