Use the
Client Hierarchy feature to create a hierarchy of records in the
Client Info Center, to display parent and subsidiary relationships between multiple
clients. If you have large firms or agencies as
clients, you can obtain and view
project and opportunity data at a corporate-wide level for all records in the hierarchy.
When you configure
Client Hierarchy, you set up the number of levels of the hierarchy.
When the
Client Hierarchy feature is activated, the following things happen:
- If a
client record is part of a hierarchy, a folder icon displays on the
Clients form in the
Client Info Center that displays the hierarchy tree.
- A
Parent field displays on the General tab in the
Client Info Center, which allows you to search for and select a sub level for the
client 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
client record.
- A
Client Hierarchy Lookup displays on the General tab of the Opportunity List, Opportunity Forecast, Opportunity Hit Rate List,
Client List, and
Project List report options, which allows you to select a level of hierarchy. When you make any
client selection,
Vision applies the selection to the entire hierarchy.
For example, if you choose one
client 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
client hierarchy lookup, the report returns all
clients associated with DoD, Navy, and NAVSEA.
- If you select Navy in the
client 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
client record.