04-15-2011 08:43 AM - edited 04-15-2011 08:54 AM
I have a record of a large company. I also have several other records of smaller companies that are owned by that single large company. I have added the smaller companies as 'divisions' to the large company.
My question is this: Can I see the contacts that are linked to the company at the top of the hierarchy anywhere in the divisions?
e.g. (and forgive my rather crude description, I am in a slight rush(not for an answer but just in writing this question)
LARGE COMPANY - CONTACT 1 (Area Manager)
Division - COMPANY 1 - Linked with CONTACT 2 (Local Manager) (but also listing CONTACT 1 (Area Manager) somewhere)
Division - COMPANY 2 - Linked with CONTACT 3 (Local Manager) (but also listing CONTACT 1 (Area Manager) somewhere)
Division - COMPANY 3 - Linked with CONTACT 4 (Local Manager) (but also listing CONTACT 1 (Area Manager) somewhere)
My aim in doing this is because I feel it would be efficient to see contacts that are higher up in the hierarchy somewhere within the division.
Apologies for the possible vagueness of this question. I might just be overlooking something perfectly obvious but I'm not sure.
To confirm; When I add a company (as a division) to another company, can I then see the contacts that are at the top of the hierarchy elsewhere in the lower divisions?
04-15-2011 12:30 PM
Hi Jake. As I understand it, no. While divisions imply a hierachial view, divisions and companies are not relationial -- there is no parent child relationship.
I've written this up as a desired feature and maybe you would like to add it for future releases here.