Some customers have their customer sites split out as separate customers to allow for different rep assignments and visibility at the site level of a Customer 360 view. They are running into an issue where the Customer Contact’s Manager is located at a different site (therefore a different customer in IFS). Is there a way around this?
The only workaround I found was to add the manager to the site where his/her employee was located.
Sometimes customers have hierarchal structures (multiple customers for 1 overarching customer) and Would like to know a way to search managers across the customers.
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Userlevel 3
+4
Hi,
we do have a similar requirement in the CRM roadmap for 21R2 “Manage Customer CRM data on local or regional level”. It is more focussed on the “by company” management of CRM info, but as a stretch goal we might look into managing the Sales Rep in a slightly different way. I hope this will help customers manage their data better and avoid the creation of duplicate customers.
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