Are you keen to reduce clicks and get to the information you need faster in Microsoft CRM?
Now you can see an expanded hierarchy of items for a record in its own right, as well as all the subsidiary company records for an Account in one screen - drill further and see their contacts, activities and opportunities.
From here you can then click on any item in the hierarchy to open up that record.
For clients wishing to see different information in the hierarchy, including custom entities, this can be handled with some minor tailoring to the product and we are happy to discuss your unique needs as required.
Visual Hierarchy has not been reviewed by any customers.
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