I would like to have a Parent Account and multiple Member Accounts (Ex: Hospital - Parent, Units/Departments - Members), and set up Zoho CRM in a way to show a nesting of Members in the Accounts listing
under the Parent Account rather than listed as separate accounts.
Also, what would be the best way to have the aggregate potential $'s listed from Member Accounts as a total under the Parent Account without duplicating the total dollar amount.
Any help will be appreciated.
Thanks,
John