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Knowledge base - Per Client

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    Knowledge base - Per Client

    Is there any chance we could get a way to have a Knowledge base tab for each Account?

    Something similar to the way most of the other sections on the left act.

    For example when I click Contracts on the left I see contracts for every Account. When I drill down into a specific Account and click Contracts I see only the contracts for that specific client.


    I'd love to have similar functionality for the Knowledge Base. Right now our documentation is all over the place, some of its attached assets, some of its attached to contracts, some is attached to accounts. The ability to link assets or tickets to KB articles would be great.

    Re: Knowledge base - Per Client

    Thank you for posting this.

    We will log your suggestions about Knowledge Base articles, thanks!

    For what it's worth in order to quickly see a list of articles linked to the Account, you can use the dedicated option for this under the Accounts menu or use the search by Account in the Knowledge Bases.



    Hope this helps.

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