Customer:  Related Customers

A new feature is available called ‘Related Customers’.  This feature allows users to view Customers related to the Customer they are working on based on a shared Master Customer Id…even if that User does not have access to the Related Customers.  This will allow Users to understand if there are efforts related to their Customer that they do not have access to such that they can reach out to others and learn more.

Configuration of Related Customers is just like other Valkre features:

• Feature Label can be changed under Settings -> Customers -> General -> Feature Labels
• The Feature can be turned on/off and added to Layouts under Customer Types