What
Building a hierarchy for your Client is a good way to see an organisational structure, especially if your Client has subsidiary or parent company records.
Where
Home > Clients > Client record > General tab > Client Information
How
In this example, Parent Client information is added to a subsidiary Client record. This can also be done in the opposite direction (i.e. add subsidiary Client information from a Parent Client record).
1. Within the Subsidiary Client, go to General tab > Client Information > Parent Client. In this example, Company Beta is the subsidiary, and the parent is Company Alpha. Existing or new clients can be added from this field.
Once the parent client is selected, click Save in the top ribbon bar.
2. To access the hierarchy view, click the ellipsis icon within the top ribbon menu and select View Hierarchy - if your page resolution is high enough, the View Hierarchy button can already be seen in the ribbon menu without needing to click the ellipsis:
4. This will open the Hierarchy view where we can see the Parent Client and any subsidiaries:
5. To add more subsidiary Client accounts to the Parent client, click + New to add a new Client from a blank record. Alternatively, if you wish to assign an existing Client, access the existing Client record and input the Parent Client that you wish the selected Client to report to. Once saved, this will update the hierarchy:
Within the Invoice Contact and Paperwork Contact fields - found within the Placement record - the lookup feature will now return Contacts who are linked to the associated Client. It will include Contacts who are based within the Parent and Subsidiary Clients, which allows a refined scope of eligible personnel. If a Contact is not available, you will need to refer to the Hierarchy model to see if the expected Clients are linked to each other.
This lookup functionality is explained in more detail within the Mercury v26 Release Notes - whilst in the notes, use Ctrl+F to find UPDATE 28861.
Authored by Arden Shaw - Digital Adoption Consultant @ Mercury