iTools Customizable Account Hierarchy

Create a more comprehensive global view of an account and its subsidiaries, customized with information that best meets your needs.

	Tabbed interface with customizable views of associated Contact, Opportunity, Task, Event, Case and Contract information.
	Create reports, charts and dashboards to summarize data for all accounts in a hierarchy.
	Supports virtually unlimited number of accounts in a hierarchy.

• Add those important distinguishing fields to the view so you can find, review and analyze your Accounts from a single page. Choose standard, custom and related object fields as columns on each tab.
  
  
• Expand/Collapse levels to more easily view organizations with large and deep hierarchies.
  
  
• Quickly sort the view on any field with clickable column headers.
  
  
• Icon indicator designates the account on which you clicked, allowing you to see where it fits in the hierarchy.
  
  
• Design an Account Hierarchy view for everyone to use or let your users personalize their own view with precisely the information they need.
  
  
• A customized account hierarchy is great for accounts of all sizes, but it is essential when you have lots of accounts that are nearly identical or work with large multi-national companies that have many divisions.