As we continue using the Automated Client Mapping slicer for reports and dashboards, would it be possible to review the auto-syncing of the Company Name (as shown in the screenshot) with the user's company_name from the tenant’s contacts/users dataset after entering the email when creating a new user in the Client Portal?

Currently, if a user's Company Name in the Client Portal doesn't match the Company Name from their PSA's contacts/users dataset, the client slicer appears blank and the dashboards/widgets return no data.

So far, I haven’t come across a case where a user added to the Client Portal couldn't be found in the tenant’s PSA contacts/users dataset.

To note, it was mentioned in the KB Client Portal Management to make sure that the Company Name entered is consistent with Automated Client Mapping.

However, this field is still prone to typo errors as it is a free-text/manual input field.