Product Enhancements

Top Level Account report option

Now that we can nest client entities under other client entities we need a way of pulling information in reports at the Top level. 

This would need to be a search field that pulls through information that is stored at the top level account (ie Household).

If for example you have a client entity that is 4 levels down and need to see what household it belongs to, you are currently only able to pull the direct owner (ie. the parent account and information stored at that level, in this case it would be the 3rd level down). We need the ability to pull what Household a client entities belongs to as well as fields on that level (eg. Stage, Segment, etc.)




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