Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Status Will not implement
Categories ClearSight
Created by Guest
Created on Apr 29, 2021

RELATED IDEAS

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact

Contact Hierarchy: Ability to control the level of child records to be attached to a Parent Contact.

Essentially looking to keep the setup to be a parent with 1 child. They do not want to go to level 2, 3, etc. of additional child records underneath.

  • ADMIN RESPONSE
    May 4, 2021

    Thanks Puneet for the idea. Can you expand a little bit on a use case example around this for better context?

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