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Set up Accounts for consolidated revenue reporting
*Our main need to is be able to report on revenue by all related company accounts.
We are currently using parent/child hierarchy to group accounts for revenue reporting. Unfortunately, the process to add/update parents and children is tedious and very manual (activate parent, go to child, add parent, go back to parent, deactivate parent). Do any of you use a better process?
When we used Salesforce, we had a custom object called Consolidated Name which anyone could look up and assign to account in a very simple, one step process. This also allowed people to go to the Consoldiated Name table and see all the accounts associated with that Consolidated Name.
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