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iTools Customizable Account Hierarchy

By Insitu Software, LLC

Comprehensive, Customized Account View

$3.25   USD/user/month

Discounts available for nonprofits

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Business Need
Sales Intelligence
Requires
Sales Cloud

Ability to Customize Account Hierarchy View in Classic UI/LEX. Tabs for Contact, Opportunity, Case, Task, related objects and custom pages. Filter, Sort, Export, Printable View & more. Another valuable tool in the iTools for Salesforce collection.

Highlights

Customize the Account Hierarchy and related object tabs to show information most relevant to you. Supports both Lightning and Classic

Easily report on Account Hierarchy information. Create reports, charts and dashboards to summarize data for all accounts in a hierarchy (and related data).

Must install iTools Configuration Manager prior to iTools Customizable Account Hierarchy. See configuration guide for details.

Provider Details

Insitu Software, LLC
Aurora, IL
Founded
2008
Website
Email
Phone
+1 (630) 557-9109

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Use “Get it Now” to install a 30 day free trial. Subscription includes use of all 6 tools in the iTools suite. Search “itools” on the AppExchange for more information.

Default Plan

$3.25 USD/user/month

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