Allow company associations other than parent/child
under review
E
Erica Bowe
We would like to be able to associate company relationships that are not necessarily parent/child.
Log In
Gabriel Tsoi
marked this post as
under review
Jehan Zouak
Thanks for this feedback Erica Bowe! Can you tell us more about the other kinds of associations you'd like to make between companies?
E
Erica Bowe
Jehan Zouak We work with organizations that have more complex relationships than a simple parent/child structure. For example, we may have a developer or agency, an ownership group, and a property management company that are all related but not hierarchically. While we can use tags or custom fields to indicate these roles, there's currently no way to link related companies together or view those associations on a company profile unless they follow a strict parent/child model. We'd like the ability to create and view more flexible, non-hierarchical company relationships.
Jehan Zouak
Erica Bowe thanks for the extra detail!
Gabriel Tsoi
Erica Bowe: Thanks for outlining this use case, it's a great example of where more flexible company relationships could add real value.
To better understand the need, could you share what specific actions or workflows you’d want to perform based on these company associations? For example, are you looking to report on grouped companies, trigger automations, or something else?
Understanding the intended actions will help us evaluate how best to support non-hierarchical relationships in the future.
Thanks again for the thoughtful feedback!