Client Hierarchy Form

Use the Client Hierarchy form to specify the levels of the client hierarchy.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > General > Client Hierarchy.

Contents

Field	Description
Parent Levels Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert a row and add a description. You may insert a maximum of four parent descriptions, which results in five levels of hierarchy.
Delete	Highlight a grid row and click this option to remove the description from the Client Hierarchy form.
Description	Enter the description of the hierarchy level, for example Sub Level 1.The order of the hierarchy levels determines the actual hierarchy. The descriptions that you enter here are used on the Opportunity List, Opportunity Forecast, Opportunity Hit Rate List, Client List, and Project List reports. If no descriptions are entered on this grid, the Client Hierarchy feature is not active.