Customer Hierarchy Overview

Use the Customer Hierarchy feature to create a hierarchy of records in the Customer Info Center, to display parent and subsidiary relationships between multiple customers. If you have large firms or agencies as customers, you can obtain and view contract and opportunity data at a corporate-wide level for all records in the hierarchy.

When you configure Customer Hierarchy, you set up the number of levels of the hierarchy.

When the Customer Hierarchy feature is activated, the following things happen:

• If a customer record is part of a hierarchy, a folder icon displays on the Customers form in the Customer Info Center that displays the hierarchy tree.
• A Parent field displays on the General tab in the Customer Info Center, which allows you to search for and select a sub level for the customer record.
• A Parent field displays on the Sorting/Grouping tab in Reporting, which allows you to sort and group by parent.
• A Parent field displays on the Column tab in Reporting, which lists the parent of the customer record.
• A Customer Hierarchy Lookup displays on the General tab of the Opportunity List, Opportunity Forecast, Opportunity Hit Rate List, Customer List, and Contract List report options, which allows you to select a level of hierarchy. When you make any customer selection, GovWin Capture Management applies the selection to the entire hierarchy.
  For example, if you choose one customer of Navy on this lookup, the report includes Navy and the entire hierarchy associated with Navy (both parent records and children of Navy). For example, if you have Department of Defense as the parent to Navy, who is in turn the parent to NAVSEA:

  • If you select Department of Defense in the customer hierarchy lookup, the report returns all customers associated with DoD, Navy, and NAVSEA.
  • If you select Navy in the customer hierarchy lookup, the report returns a header recorder for DoD (without including any detailed information on DoD) and includes complete details on Navy and NAVSEA. You cannot choose NAVSEA, because it is not the parent of another customer record.