Parent/Child Customers - Email & B2B Functions

Chris McGrowin

To expand functionality of the new Parent/Child fields in Customers, requesting the following features.

  1. One has to add duplicate contacts to each and every Child account such as A/P, Purchasing and Execs in order to include them on quotes and invoices. If C7 Core could email from Child accounts and have the Parent contacts with "Include in Emails = Y" included, then we would not have to duplicate and maintain so many contacts.
    1. This also impairs exporting out of C7 and into Constant Contact email software since there so many contacts to dedupe and their associated companies vary from export to export.
  2. It would be ideal if the Parent contacts can login to their Parent company in B2B Portal, and place orders for any of their Child accounts (toggle bar). Contacts at a Child level should not be able to view Parent orders, nor Sister orders.
    1. Note too that we have found a limitation with B2B portal than if an account has multiple addresses, they are not selectable when in Checkout. Only one address defaults and there is no easy toggle in B2B to switch addresses, as we have with Core SO's and POs. This feature is somewhat related to the Child/Parent toggle, and should be implemented from the data residing in C7 for B2B customer orders.

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