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I need to be able to see and modify the parent and child companies associated to a Company record when using the Mobile App. I anticipate this would just be another section added to the Associations tab when looking at a Company record.
I don't have a solution for modifying, but we did just deploy something that allows you to see and easily navigate to a parent company from a child company. It's a little clunky, but it works.
Create three new company properties:
Parent Company Name (type = text)
Parent Company ID (type = unformatted number)
Parent Company Link (type = text)
Create a company workflow:
Trigger = Parent Company is known (turn on re-enrollment)
First Action = Copy 'Parent Company' to 'Parent Company Name'
Second Action = Copy 'Parent Company' to 'Parent Company ID'
Add the following properties to the left-hand sidebar about section for companies
Parent Company Name
Parent Company Link
In the mobile app, this will allow you to see the name of the parent company and a clickable link to the parent company's record in the About tab on a child company's record. You may have to log out and log back in to see the changes in the mobile app.
The ability to view parent/child companies was requested in the Japanese Community as well. (Link to thread)
It'll be handy to have this feature on mobile!
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