Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Recommendation on best way to create hierarchy between client contacts

I had a user request a good feature for my app.  They want to be able to pull a report on a contact showing all of the projects they are associated with.  This way if they are meeting with a client th...
Relationships
EvanWestbrook's avatar
EvanWestbrook
Qrew Cadet
6 years ago
Ivan,

If I understand correctly, it sounds like you have a couple of many to many table situations.

  1. Many Contacts can have many Supervisors, and many Supervisors can have many Direct Reports
    1. Mark could report to both Larry, VP of Sales, and Cindy, VP of Operations
  2. Many Direct Reports can have many Projects, and many Projects can have many Direct Reports working on them
    1. Trucking Accounts can be worked on by Mark and Ashley, and Ashley can be working on Trucking Accounts and Baseball Accounts

With many to many relationships, a "join" table might be more appropriate than relating a table to itself. For example, maybe you would have a "Supervisor Direct Reports" table to track hierarchies, and a "Employee Projects" table to track which employees are on which projects.

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Evan Westbrook
PRIME Developer
Harder Mechanical Contractors Inc.
Portland OR
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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago
Evan, thanks for the response!  not quite right though.  I am not referring to an internal hierarchy.  I am referring to a client hierarchy.  For example our largest client has the following Hierarchy:

  • President of the Division
  • Multiple Regional Vice Presidents reporting to the President
  • Multiple District Managers reporting to each Regional Vice President
  • Multiple General Managers reporting to each District Manager


So in essence a pyramid type of setup with (4) layers.  If I pick any contact towards the top of the list I should be able to see all of their opportunities underneath them.

So if I view the President, I see the entire pyramid.  If I pick a RVP I get the DM and GM opportunities reporting up to that RVP, etc.

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Ivan Weiss
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