Account Hierarchy and Filtering Accounts

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  • Updated 10 months ago
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I have a customer who presented a challenge when using Account Hierarchy on the C360.  They have a three-tiered hierarchy structure where some accounts have hundreds of accounts in the hierarchy.  Loading this many accounts to the Hierarchy section takes time.  They propose a solution that would enable the user to select an option to see only the child accounts and exclude all sibling accounts.
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Posted 10 months ago

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Marcelo, Champion

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I would be interested in having a solution to this use case.
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Manu Mittal, Employee

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One thing that might help here is using column filters to remove certain accounts from the view. These are persistent, so only need to apply once.