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Set up Accounts for consolidated revenue reporting

edited Dec 6, 2019 2:33PM in General 2 comments

*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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