For Locations, or Customer Org, you now have options for additional features. In Settings,
- Customer
- Customer Type
- Features Options (tab)
- Customer Type
Valkre Admins can turn on the Customer Org Structure Chart, or map hierarchy, Customer Org Structure Map, which shows the address and the parent account, and the Notes field, which allows users to add context to specific locations.
- Customer Org Structure Chart: shows the Parent and Child locations of the customer's network. You can even have disassociated locations, as shown in the '3rd Part Distributor' example, below.
- Customer Org Structure Map: shows the Address, Hierachy (Reports To), Current and Goal Status of the indivdual Location.
Notes: allows users to capture relevant news and notes on a specific location. Users can add files and/or links to this section as well.
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