Currently, when customers share common ownership, there is no structured way to link those customer records together. Identifying customers with common owners requires manual review of individual records, which is time-consuming and increases the risk of oversight.
We are requesting the development of a feature that would allow:
The ability to link customer records based on shared ownership.
Identification of the common owner(s) across linked customers.
A way to view all related customers under a shared owner in one consolidated view.
The ability to pull combined data for all related customers for reporting, searching, and analysis purposes.
This functionality would significantly improve efficiency, reporting accuracy, and visibility into related customer relationships. It would also reduce the need to search each customer individually to determine ownership connections as well as reduce creation of duplicate customers
Guest
| Company | Haas Sons Inc |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.