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This nifty new addition to the wTools suite makes it easy to browse through an Account’s member organizations through the Sugar list view. If your Accounts are organized in a tree-like fashion, with many Accounts being subsidiary to other Accounts, then this add-on will make it much faster to navigate through them.
Suppose, for example, that an Account named Calib Systems Inc. has three sub-accounts: T-Squared Techs, Avery Software Co., and Cloud View Systems Inc. Normally, to see that these accounts are subsidiary to Calib Systems, you would either have to manually add a filter to your list view or go to Calib Systems' record view and open up the ‘Member Organizations’ subpanel:
Now, however, you can access this information very quickly right from the list view. The package adds a column named ‘Sub-Accounts’ which displays both the number of subsidiary accounts and a button labeled ‘View’:
Here we can clearly see that Calib Systems has three subsidiaries. Clicking ‘View’ will automatically add a filter to the list view to show us which accounts these are:
Clicking ‘Cancel’ on the filter actions will bring us right back to the list view we were on before.
Take a look at some of the projects and integrations that we have done for our customers. If you are interested in learning more or having W-Systems work on a custom solution for your company, please contact us.