What do you think is the best way to handle large companies with multiple office locations? Would each office be entered as its own account record? Or is there a better way of doing it?
What do you think is the best way to handle large companies with multiple office locations? Would each office be entered as its own account record? Or is there a better way of doing it?
Hi,
we had the same problem. What í have done is that we added a new field as a second line of an account name for the division or long Account names.
Then you can use the member of field to connect the different offices. Great tool is an org chart where you can see the organisation in a picture with links to all members and contacts. For contacts it works with the reports to field to connect people in a department.
I will attach some pictures then you can see.
The org chart module you can get from
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