The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
|
Account hierarchies
Posted: 29 Apr 08 4:42 PM
|
| Does Sales Logix 6.2 support Account Hierarchies? I want to be able to group some Accounts to a higher level Account. |
|
|
|
Re: Account hierarchies
Posted: 29 Apr 08 5:34 PM
|
| Thank you. Can I also maintain contacts at the ParentID level? If that is possible, will I be able to set up a webconnect account to each of the contacts at the parentiD level. |
|
|
|
Re: Account hierarchies
Posted: 29 Apr 08 5:43 PM
|
| Sorry, I meant to say "webaccess" account. Basically, I would like to create webaccess accounts on all contacts for a customer account. However, I have several duplicate customer accounts which i would like to group them using parentid so every contact of a customer accounts gets full visibility at the ParentID level. |
|
|
|
Re: Account hierarchies
Posted: 29 Apr 08 5:30 PM
|
We have used the Parentid field to track our account hierarchies, since version 5.2. This is effective in most cases but you might also consider using a custom table to track multiple hierarchies i.e.
A>B>C
and
A>B>D
if a single account has two different hierarchy chains for some reason, (this happens for us) and it will require a more elaborate structure than using just the parentid field. |
|
|
|