CloudLink Ideas Portal

Adding a filter to Customer Coverage to remove child accounts

Adding a filter to the Customer coverage screen to be able to remove accounts that have a parent account assigned to them.  We have only the parent company assigned a Par Value and the Child "0" par.  We  use this screen to monitor Customers Not contacted but removing Par=0 doesn't work since it might remove accounts that the Rep hasn't set a Par Value for.

  • Rebecca Zanfardino
  • Aug 15 2018
  • Needs more votes
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