Mapping organizational structures

Map organizational structures for projects and cases intuitively

In CRM, companies and contacts as well as their relationships (e.g. parent/subsidiary companies) are mapped, while in project management project types are used to represent internal organizational structures such as departments, locations or branches. A project is assigned to an internal entity via the project type, while the customer always remains the respective entity. This creates a clear separation between internal organizational representation (project type) and external customer assignment.

 

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