Option to include all child accounts when adding an account to a contract
Include a toggle to add all child accounts associated with an account at once to a pricing plan (contract). That way, when new child accounts (departments) are added, they won't also have to be added to any price plans/contracts they're also connected to. Similar to how the quicklist account addition window has the "Include Child" toggle next to it.
q5bvkb6fzmfkquoajra7.jpg
Comments: 3
Oldest
•
Newest
•
Most likes
•
Fewest likes
-
06 Aug, '24
Connie J Hill MergedCurrently only the first few departments on the account show up after that you have to type in the account name comma then the department names and hope you don't miss one good luck finding it if you do. It needs to show all departments for an account, or a button attach to all departments/child accounts.
-
27 Jan, '25
Keith HagertyYes please! This is a must. We have several national large accounts it is it just too much for us to try and maintain otherwise.
-
10 Mar, '25
Shawn Westphal System"Attaching contracts to accounts" (suggested by <Hidden> on 2024-08-06), including upvotes (1) and comments (0), was merged into this suggestion.