Custom Embeds to Specific Clients (currently only Companies are being displayed and we are unable to restrict embed to single individual clients).
Custom Embeds may be shared with either Companies or Individuals or Both
Hi,
I agree that the way Embed sharing works in Agency Handy is, if your client is a member of a company, only their company will be visible.
If you still want to be able to select individual client and overwrite the existing behavior, we can perhaps introduce a Embed settings which will allowing doing so.
Let’s see what others think and I will bring this up in our internal meetings with enough response.
Collecting votes at: Customer Embeds - Sharing Preferences - Agency Handy