The user can attach the company(s) against each client as explained below.

Click on Setup > Company Client Tag :

Setup - Company Client Tag

The following screen will get displayed :

Fig 1 - Company Client Tag

Client Name: Select a client from the list of clients as shown below :

Fig 2 - Company Client Tag

Select the company(s) to be added to this user as shown below :

Fig 3 - Company Client Tag

Click on ‘Save’ :

Fig 4 - Company Client Tag

On successful adding of company(s), click on ‘Close’

Need more help with this?
CA-TDSMAN - Support

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