Customer Hub: User-Editable Organization & Structure Overhaul

Right now, we don’t have a good way to set up or reorganize our customer hubs in a way that reflects how we actually do business. Over the years, things have become messy.

For example: a property manager might handle five different apartment complexes. Ideally, we’d set this up with the property owner and billing info as the main account, and then tie multiple delivery destinations under that. But since the system only lets us pick “individual” or “company,” there’s no way to properly connect everything. The result is a confusing mess of accounts that keeps causing problems every few months.

This makes it hard to keep things accurate, especially for businesses that work with multiple contractors, property managers, or other complex client relationships. It also creates unnecessary cleanup work and makes reporting more confusing than it needs to be.

What we’d like:

• A way to fully organize and reorganize customer hub data ourselves without needing support.

• The ability to map relationships—main account (e.g., property owner) with billing tied there, and multiple delivery addresses connected to it.

• Tools for bulk-editing or reassigning addresses to the correct account.

• A structure that supports hierarchy and grouping, instead of just “individual” or “company.”

In short: please give us better tools to organize and restructure customer hubs so our accounts actually match real-world relationships.