CloudLink Ideas Portal

Add Parent Customer Number Column to Customer Coverage

Since we have several Parent/Child relationships adding a column to the customer coverage report in both Executive View and Sales Rep view to identify them would help reps and managers with Par coverage.  We have several instances where one person/company is the owner/parent of several other companies (some due to tax exempt status) 

  • Rebecca Zanfardino
  • Nov 7 2019
  • Needs more votes
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