This would help when running reports, currently if we need to run a report for a customer but they have many customer #'s we have to run a report for each customer or I have to write special code/report to pull it.
Having a Parent Customer # will allow us to add it to the parameter for reports/Notifications, etc. On a report we would be able to pull report by either complete customer or individual locations using the customer # currently available.
**I am in the process of creating a user defined field and then will be updating reports that can utilize the field.
Angela Mullins
| Company | CR Meyer and Sons |
| Job Title / Role | IT System Analyst |
| I need it... | Yesterday...Come on already |
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This was commissioned for our environment and works well for associating customers for reporting needs. Would be nice to have as standard functionality rather than a custom enhancement.
This is now almost a year old. We DESPERATELY need this as we are having to create duplicate PM Firm Contacts for each child company assigned to each Project/Contract. If we have a Parent, we wouldn't need them all created. We use Cosential which integrates to VIsta so our contact list is a mess. Parent-Child is already setup in AP so why not AR?
We not only need to relationship setup but also need this to trickle down to the Contracts and Jobs assigned to each Parent/Child. We created a custom field but it's confusing to users in PM when they see "Company XYX" (which is the child company) but they only know the owner by the Parent Company Name.