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New Member
Posts: 2
Registered: ‎08-24-2011

Managing Accounts

Is it possible to set up accounts in the below structre:

 

Head Office with products associated and key contacts, Multiple sub-locations with products and services and localised contacts.

 

If so - can you direct me?

 

Chris

Employee
Posts: 314
Registered: ‎05-19-2009

Re: Managing Accounts

The best way I can think of doing that would be to use Account Associations to associate the Head Office with the Sub Locations.
New Member
Posts: 2
Registered: ‎08-24-2011

Re: Managing Accounts

Hi,

 

So we can't have a main  account - with sub account's information filtering through to the main account?

 

Would you consider this for development if not? D you know if SAGE CRM has this/ or similar capability?

 

Chris

Employee
Posts: 314
Registered: ‎05-19-2009

Re: Managing Accounts

Hi

 

Quite possibly this could be developed, but you'd need to approach a Business Partner to work with you to achieve this.

 

I can't unfortuantely answer regarding CRM.

 

Thanks, Emma