Organization Branches - How to setup different branches under one head office

So I have organizations, and I have users. Either I setup individual branches, that are not linked together in any way, or I have all branches under one head office address.

The problem with the latter, is that my sales team intuitively looks up contacts by branch location.

Please help?

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8 comments
  • Hi Rico,

    Thanks for reaching out!

    If the users in each of these organization branches need to occasionally share information, it is usually best to keep them under one account.

    You can use Tags, Categories, Custom Fields & Custom Filters to group and organize your records.

    For example: You can create a dropdown Custom Field for 'Branch' in order to identify which branch that record belongs to. You could then create a Custom Filter based on that information.

    If security is a concern, please review this article on Insightly's viewing Permissions and how you can keep some records private.

    Let me know if you have questions :)

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  • Custom fields seemed to be the solution, but how do i do this for multiple branches?

    If i create a branch custom group field set, its great, assuming there is only 1 branch. How do i set this up so my users can create infinite branches? 

    Some companies have 1 branch, others have 30?

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  • Hi Rico,

    If you will need to enter multiple branches for some records, you are correct that a dropdown Custom Field is not the way to go, as these do not allow for multiple selections.

    I suggest you create a multi-line text Custom Field instead. You would then need to manually type in the name of the branches for each record, but it would allow you to enter more branches to the records.

    Hope that helps :)

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  • Hi Katy,

    It doesn't help...if that is the only way that means i would have to in advance created 30 dummy empty fields in case someone had to use them?  And each group would require 4 or 5 fields for address info...that seems incredibly sloppy?

    Is there not a replicate custom fields feature that can be implemented?

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  • Hi Rico,

    Kindly allow me to clarify:

    So as I understand it, you need to track what branch(s) a record belongs to, and 1 record could potentially belong to anywhere between 1 and 30 different branches.

    So, I suggest you create 1 Custom Field for 'Branch', but I recommend you create this as a multi-line text field. That means it will be just 1 Custom Field, but you will be able to enter multiple lines of text in that field, in case you need to enter several branches (and their addresses) for the record.

    I hope that's more clear now! Let me know if you have questions.

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  • Katy,

    That is extremely sloppy, does insightly see this as an area to improve on?

    Every single B2B company would find this cumbersome.  

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  • Hi Rico,

    The suggestion to add a multi-selection Custom Field option is one we have heard before, and I can definitely understand how that would be useful to many of our Users. I thank you for the feedback!

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  • Are there any updates on this issue?

    We are facing the same problem, as I imagine many B2B businesses are, where we need to be able to categorise the branches of global offices. Having custom fields is too messy - they would need to be pre-defined dropdowns and that would mean that we would need to put in the branches for all of the organisations possible into one. 

    I see this post in several years old; has a better solution for this been developed? 

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