iTools Customizable Account Hierarchy

So much more than I expected, and very customizable

I was looking for how to show all related contacts and all related opportunities under an account, and had pieced together a couple of custom reports to show what was needed. But then I found this, and uncovered a little treasure of an app that may change the way that I use all Account Related list views. Here's what I found: - Visibility of all related lists for child and parent accounts. - Customizable filters for specific needs like territory-specific contacts or significant opportunities. - Flexible customization of list views including sorting, field display, and renaming options. - Capability to create multiple views from the same related object, catering to different user requirements. This works in Salesforce Lightning, and primarily uses Visualforce pages. I'm impressed by InSitu Software's responsive customer service; got a demo scheduled within two days of contact. Overall, a valuable tool for Salesforce users, streamlining account management and enhancing user experience. And I'm looking forward to using this in other Salesforce orgs that use Parent Accounts.

Great product, fantastic support!

Recently upgraded the tool. The LEX version looks great and is easy to customize. Thanks to Terry and Bob for their prompt, knowledgeable support and their great customer service!

iTools is exactly what we needed for Duns & Bradstreet Account Hierarchy Data

We reviewed a few apps on the AppExchange. iTools gave us what we need at a very competitive price, and there's a major value add: Terry Hamer. Terry is the creator of iTools. She goes above and beyond for her customers to configure iTools to fit your unique business requirements. When you consider this, she has no competition on the AppExchange. Really, when evaluating the customer service of the other 2 apps, they did not compare. iTools is feature rich. It has an excellent Detail View of our Account Hierarchy along with all Related Object Records shown in-line with the hierarchy! All kinds of Report and Chart capabilities specifically powerful for Hierarchical data. iTools also has Rollup fields like "Parent Opportunity Amount". For any given Account in the Account Hierarchy, we can see the Total Amount of all Opportunities from this Account down, including its Child and Grand-child Accounts (Great Grand, Great Great Grand children too). Rollup fields can be created for most any Count or Amount field... e.g. "Parent Total Opportunities Count", "Parent Total Cases Count", "Parent Max Opportunity Created Date", etc etc etc. Honestly, we've asked for Rollups I wasn't sure Terry could help us with, and then she delivered with quick turn-around. Thank you Terry and iTools! Happy to talk to any potential customers who need reference.

Highly Recommend

Its a a very useful package, reasonably priced, easy to use and their team was very helpful and fantastic to work with.

Terrific Product and Support!

We have been struggling to set up our account hierarchy for awhile now and after reviewing several tools I am so glad we found iTools. Terry was absolutely wonderful to work with and her knowledge of the product and salesforce made it very easy to install and customize based on our needs. Terry managed to suggest several ways to use the account hierarchy and helped guide us through best practices. If you are considering an account hierarchy tool reach out to Terry and her team!!!!!

This Tool Organizes Chaos for Us

Due to the structure and history of the legacy environment that we integrate to our SFDC org, we have struggled to manage hundreds of site records that become accounts in SFDC. This has caused no end of frustration for our sales reps trying to analyze, track and manage their book of business. Needless to say it has made adoption difficult. After reviewing some tools to organize our hierarchy we decided on InSitu's product. While we are still rolling it out to all the reps, the initial feedback and results have been very positive. Reps can now get a holistic view of their accounts no matter how many different "sites" the account has: Contacts, Activities, Leads, Opportunities and a custom object, Events -- right at their fingertips. The product is easy to configure, has some of the best documentation I've seen, very fairly priced and the folks at InSitu are friendly, knowledgeable and most helpful. Five Stars.

Fantastic Product, Incredible Support - one of the best - here's 5 more stars * * * * *

I can't say enough about this product. We have a VERY complicated Account structure with multiple levels in our hierarchies - some of them go as much as 10 levels - this App handled our structure with ease. We even had some custom things we needed and Itools came thru in no time. I can't remember having a better experience with any other APP exchange vendor and I've been using SFDC for 10+ years.

Great product and wonderful support

Itools Customizable Account hierarchy has a lot of powerful functionality that will make any Salesforce admin's life easier and facilitate an improved workflow for sales people. Terry was kind enough to schedule a demo with me recently where she walked me through how easy it is to customize our use of itools, and talked me through some new features we're not using currently. She provided excellent support and even offered to work on some custom code for our org to tailor it to some specific use cases. I also found out after this demo that Itools has some great configuration guides and is designed to be very easy for the Salesforce admin to customize themselves - a huge bonus for us going forward.

iTools Customizable Account Hierarchy

We use both the iTools Configuration Manager and iTools Customizable Account Hierarchy packages in our Salesforce org which is a very productive tool for us to work with our communty. We are in the HIE industry, and this Account Hierarchy tool has assisted us tremendously in working with and keeping our CRM up-to-date and data organized, especially with our very large health systems. thanks!

Great for easy view of complex hierarchies

This is exactly the product that we needed for an easy view of opportunities and activities within a large and complex hierarchy. The support has been great as well.