Vtiger Tip – Grouping Organizations Together

Vtiger Tip – Grouping Organizations Together in a Parent Child Hierarchy Using the Member of Feature of Vtiger

This is a simple but lesser known feature of Vtiger.  Based on the vtiger training I do, less than 25% of users know about it.  You can put an organization in edit mode and link it to a parent organization using the member of field.  You can then select More / Organization Hierarchy to view the parent child relationships that have been set up for your vtiger orgs.

This is especially helpful in grouping branches of a corporation into regional groups, etc.  Check out this short video for more details.

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