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C360 Summary: Company Hierarchy Widget

  • September 22, 2023
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bradybluhm
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Goal: Allow users to quickly see a Company's hierarchy and navigate to the hierarchy C360/R360 that they want to work from.

 

Current setup requires creating a report with links to the C360s or R360s of a customer, but the report table widget has a lot of ucneccesary white space and takes up more room than is needed.  Any organization using Relationships or with a complicated Customer Hierarchy will require teammates to navigate between 360 pages/levels. Having a C360 Summary widget designed to make this easy without taking up much space would greatly improve the experience.