Relationship Parent - Child visible in Accounts View

Answered

Laura de Jong

December 16, 2024 13:37

Hi, How can you show the hierarchy of Accounts on the Accounts window? 
Meaning: Sales wants to see at a glance of say 4 accounts which is the parent and which are the child accounts. Can this be done by a field for example? If so, what should be the formula?

Thanks,

Laura

• 

  Eric Lowe

  December 16, 2024 13:59

  Laura, I am not aware of a field on Accounts that will provide this information.  The best option is to look at the “Organizations” section on the Account page.  

  Maybe some SMEs out there will know if there are any creative options to provide this information. 
• 

  Himanshu

  December 16, 2024 22:42

  Laura de Jong - i don't think there is a neat way to see the hierarchy as we don't have this in Enterprise but what Eric may be suggesting here is to use Organizations section and create a view so users referencing can see the hierarchy or associated accounts. There are couple of fields on related organizations section where you can sort and group the information to create a hierarchical structure if that helps. (You may use “Relationship Type” to create a new one to establish or identify subsidiary accounts/child accounts)

  

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