Feature Requests Incident #17846
as suggested by the submitter, this change represents a "good place to start" and does not fully implement the CRM Account parent/child paradigm. additional improvements should be submitted as separate feature requests.
change widgets comments, contactWidget and metasql contacts-detail to include child CRM Accounts when listing comments and contacts of the parent CRM Account
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)"|
|07/02/15 15:00||gmoskowitz||Severity||Severity Changed: -> Normal|
|08/31/15 14:30||reddog||Characteristic CodeReview Added: "Needed"|
|08/31/15 14:30||reddog||Status||Status Changed: Confirmed -> Resolved|
|08/31/15 14:30||reddog||Assigned||Assigned to: "" -> "reddog"|
|08/31/15 14:30||reddog||Resolution||Resolution Changed: -> Open|
|08/31/15 14:30||reddog||Characteristic Doc Flag Added: "True"|