iTools Customizable Account Hierarchy

Create a more comprehensive view of a company and its subsidiaries. Choose any standard, custom or related object field to display in the Account Hierarchy and customizable related object tabs. Point and Click interface to set up a global configuration with overrides available by profile, role and user. Expand/Collapse, 3-way Column Sort, Printable View and Export capabilities, plus Contact Org Chart View to see all Reports To relationships. Configure Tab views to filter the list of items displayed. New ‘From Here Down’ filter to show just a specific branch of the hierarchy. Use the iTools Hierarchy Builder to create/maintain parent account relationships. iTools continues to add more account hierarchy functions for parent/child accounts. Making Account Hierarchies useful in reports, charts and dashboards is super easy using our iTools Ultimate Account ID for Account Hierarchy Members which also supports creation of Roll-up Summary Fields for Account - Account (Hierarchy) Relationship and Account Hierarchy formula fields/functions. For larger accounts, there is no better way to analyze facts, manage relationships & coordinate activities across all entities.