Name of Feature/Request:
Associate Parent-Child Relationships for customers in Striven
What financial, time savings, or quality of life improvements will occur from this:
Provide easier access and identification of the contact/customers. How are they accomplishing it now/past?Miles RequestResult/Resolution:
Attempted Solutions So Far:
Create account notes to manually track relationships.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
We currently do not have the feature to associate Parent-Child Relationships for customers in Striven. If you wanted to have these other sub-entities pull up in the system then they could be saved as Contacts for the Customer, but then you would have to remember to search for the CONTACT, not the Customer when one of the clients call for support.
StrivenID: 2833521