Instead of having the client portal settings only allow users to access certain clients, I'd like to see a way to allow specific users to have access to specific projects within a client. For example - we work with a number of law firms, on highly confidential matters. Frequently we have multiple projects running at the same time, for the same law firm. When that happens, we invoice the law firm (who is set up as the client) and CC the invoice to the law firm's client (who we list as the project in our system) in an email generated outside B4T.
However, if we give the project contact access to the client account, they can see all the invoices for all the projects we've got going on under that client (the law firm) which is not acceptable. They can't see the other work we are doing for the law firm's other clients.
Any chance you can do a breakdown for the client portal not only by client, but also by project??
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