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Feature Requests Incident #17846
It would be really nice if the Parent CRM Account inherited certain things from CRM accts defined as children. For example, in our current dogfood database, all of us are (properly) defined as CRM accounts ourselves (as well as Users, Employees, Vendors, etc.) ... But the application has no understanding that Contact "Ned Lilly", which is associated with CRM Account NED, should also be associated with CRM Account XTUPLE by inheritance. That one relationship would be a good place to start. In the future, it would be nice to see other things like Characteristics, Comments, History, etc., flow up the inheritance tree too (as they do with the CRMAcct/Customer relationship, for example).
As a minor tangible example of this, when I entered this issue, and put it under CRM Account XTUPLE, I wasn't able to select my Contact as the person reporting the issue (at least without going into the search contact widget, unchecking "search only XTUPLE", etc.)
|Project||XTUPLEAPPS||Ported From Mantis||x|
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|06/14/12 12:05||ned||New||Incident Added|
|06/14/12 14:42||ptyler||Status||Status Changed: New -> Confirmed|
|07/01/13 15:32||jrogelstad||Characteristic Kickstart Added: "True"|
|07/01/13 15:32||jrogelstad||Characteristic Time Estimate Added: "4"|
|11/18/13 14:57||jrogelstad||Priority||Priority Changed: -> Very High|
|01/12/15 17:32||missy||Description Updated: "make parent-child relationship in CRM mean something" -> "make parent-child relationship in CRM mean something (FM2)"|