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Texan93

Can a person from a Parent company be associated with opportunities for the Child companies?

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FYI - I'm a relative noob to my company and Sage CRM. I'm also not completely sure which elements of our implementation are OOB and which have been customized.
TIA for your help and patience.

Is there a way to have a person from a parent company associated with opportunities for the child companies without re-entering the person under the child companies?

Some background:

- Most of our opportunities are with standalone companies who have no parent company. About 20% of our opportunities are with an individual form a parent company who negotiates on behalf of several subsidiaries (Child companies) 

- We are able to create a Parent-Child relationship between companies through a field on the company page. This field allows you to enter the parent company name and search companies in CRM for a match. This can only be done from the Child company, you can't add Child companies to the Parent company page. (not sure if this is custom or not). When clicking on the Related tab of the Parent company, all of the Child companies show up. However, the reverse does not occur. Parent companies do not show up when clicking the Related tab of the Child company.

- When we create a new opportunity for a company, we can only add a primary contact person if they exist within the Child company. If they are only within the Parent company we have to re-enter them within the Child company. As you can imagine, this results in many duplicate entries. A person we are working with, who represents 5 subsidiaries will be in the system 6 times - 1 for the parent company and 5 for the various child/subsidiary companies.

  • 0

    Hi Texan

    What you're descripting with the Parent / Child set up sounds like a customised solution someone implemented in your system. 

    There is a away to do it, you could introduce a second Person field to the opportunity (entitled 'Head Office Contact' for example) but don't restrict it to the current company, in theory this would then display all people in the database

    Then add some JavaScript to the Createscript of the filed that does the restriction for you, something like the following might work (I haven't tried this but it's along the lines you will need to look at). Assuming the field used on the child company to link to the parent company is called comp_parentcompanyid

    var myrecord = CRM.GetContextInfo("Company","comp_parentcompanyid");
    SearchSQL = "pers_companyid=" + myrecord;
  • 0 in reply to Matthew Shaw

    Hi Matthew,

    Thanks for your response and ideas!

    It's certainly a potential workaround, but I'm wondering if we could take it a step further. Do you know if it is possible to implement what you are describing on the existing Person field rather than creating a secondary one? This Person from the Parent Company is the primary, and sometimes the only, contact for dealing with the Child Company.

  • 0 in reply to Texan93

    In theory yes, you can remove the 'Restrictor' on the person field on opportunities so it is no longer tied to the Company field. You'll see this as a setting on the Person field in Opportunities. 

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