Name of Feature/Request:
Managing Customer Contact Associations
What financial, time savings, or quality of life improvements will occur from this:
Will maintain accurate assignments and save time when ever a new store is created.
Attempted Solutions So Far:
Going in and manually adding new assignments.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
We have a co-op called that is managed as a customer in Striven. It is a group that manages many grocery stores, and we have POS support coverage for more than 30 of them, with more being added all the time.
There are a few IT specialists within their group, including their overall Help Desk Team. They use this Help Desk account as a shared login and can then add/manage support tickets for the 30+ other Striven Customer accounts, all of which use the co-op as the “Parent Company” attribute within the MAP Customer Information section of the dashboard.
Whenever we add another customer store into Striven for this group we have to remember to add associations for the contacts both in their IT group as well as the Help Desk Team account.
I just added a new associate and only added a single customer association so far – is there a way to copy or allow any sort of associations to follow the parent group? Associating contacts 30+ times and adding a title and adjusting a user role to Support Coordinator is very tedious, so I’m looking for a better or backdoor way to manage this more effectively.
My dream would be a way to allow cascading contact associations with ‘Support Coordinator’ role from the co-op, or simply allow inherited contact associations to leverage the Parent Company setting.
StrivenID: 3758452