by NS-Team

Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.

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#2239 - Contacts Level down

Open General Question created by glenn1 Verified Purchase 6 years ago

Hi is there a way we could get this same information starting from the contact.

i.e. we have a few contacts that run multiple companies. and possibly sub companies. Your app is great, but we can only view one branch of companies at a time. We would like to view it from the contact down if possible.

Thankyou

  1. bluquet member avatar

    NS-Team Provider Affiliate

    6 years ago

    Hi,

    The architecture of our module does not allow that easily. Let me check if that would be possible. Is that the exact same contact (i.e. same record id) linked to multiple companies?

  2. glenn1 member avatar

    glenn1 Verified Purchase

    6 years ago

    Yes exactly. Essentially the same thing as what you have. but from contacts.

    Maybe a breakdown of cases as well? total cases, opened, pending, closed.. etc..

    Probably pushing my luck there but seems like a great feature.

  3. bluquet member avatar

    NS-Team Provider Affiliate

    6 years ago

    Actually, adding support for cases would be relatively easy. We should add that in next version.

  4. glenn1 member avatar

    glenn1 Verified Purchase

    6 years ago

    Hi NS-Team the update worked great now with Cases. Thankyou.

    How much would it cost to have this developed so that you can have the top view as the contact and from there probe the Accounts. Some of our clients may have 3 or 4 seperate businesses and we want to view how much that "Contact" is worth to us.

    • bluquet member avatar

      NS-Team Provider Affiliate

      6 years ago

      Hi,

      Let me check with our development team. I will get back to you by email.

  5. bluquet member avatar

    NS-Team Provider Affiliate

    6 years ago

    Hi,

    Did you receive my email sent yesterday?

    Best regards

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