Name of Feature/Request:
Client management where there is a Parent company
What financial, time savings, or quality of life improvements will occur from this:
Frequency: On the increase with M+A and consolidations
Attempted Solutions So Far:
Manually and with many clicks and multiple tabs open to “view” all associates partners – Competitors: as example SFDC has relationships, not sure on others
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
We have many customers where we support the Parent company plus its subsidiaries.
There is an opportunity to better classify these customers for better administration of relationships, costing/metrics, and asset management.
Parent/Child relationships are common relationships in other systems, I’m sure. It would help a lot. Currently, there is a parent field in Striven. I believe it’s only used for manual reporting.
When I am aware of such a relationship, I update the field in striven so I can easily run a report to see all of the invoices open for a Parent.
Another thing I do is when a new child is created, I associate the Parent ap person and then add them to receive invoices. This allows them access to the child account and notifies them of a new invoice. If I don’t do this, the invoices wouldn’t get paid.
This is a manual effort that takes time and could lead to mistakes
StrivenID: 2728682