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Feature #589

closed

Account & Contact Structure - Parent/Child hierarchy

Added by Nandu Kolukula 27 days ago. Updated 17 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Nandu Kolukula
Start date:
06/02/2026
Due date:
% Done:

0%

Estimated time:

Description

Add:

Company (Client) = Parent Account
Individuals = Contacts under that Company
Functionality Required

Each individual must be linked to a single primary company
Ability to:
View all contacts under one client
See full interaction history at:
Contact level
Company level (rolled up)

You can open Allianz and see every stakeholder, every email, every meeting, every opportunity tied to that insurer in one view.

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 #1

Updated by Nandu Kolukula 27 days ago

  • Description updated (diff)
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 #2

Updated by Nandu Kolukula 27 days ago

  • Tracker changed from Bug to Feature
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 #3

Updated by Raj Mudaliar 21 days ago

  • Assignee set to Nandu Kolukula
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 #4

Updated by Nandu Kolukula 18 days ago

  • Status changed from New to In Progress
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 #5

Updated by Nandu Kolukula 18 days ago

  • Status changed from In Progress to Closed
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 #6

Updated by Nandu Kolukula 18 days ago

  • Status changed from Closed to In Progress
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 #7

Updated by Raj Mudaliar 17 days ago

  • Status changed from In Progress to Closed
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