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Network Integration: Parent HCOs to Territory when Adding an HCP needs more info

The new feature in v27 to allow aligning of parent HCOs is great. However, in the HCO list that appears, there needs to be more information about the HCO accounts (address, HCO Type, Account Identifier, etc) so that the user knows exactly which ones to select. Currently, there's no way a user knows they are aligning the correct HCO, especially in cases where HCO names are very similar. 

7 条评论

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    Sandip Kathiriya

    Also, there is an issue when adding HCP (which has HCOs with duplicate name) to user's territory, it's giving an error that duplicate External ID found. Do you face this error on Online or iRep?

  • Avatar
    Philip Liu

    Hi Steve,

     

    Thanks for the feedback. It's good request and we will look at expanding the HCO info for user to choose it more easily.

    In this particular case, I think it could also be a data issue where the same HCP has so many parent HCOs that have exactly the same name. Would you please log a support ticket for this case?

    Thank you,

    Philip

  • Avatar
    Sandip Kathiriya

    Hi Philip,

     

    Is Hide Inactive addresses feature available on CRM yet? 

     

    Thanks,

    Sandip

  • Avatar
    Philip Liu
  • Avatar
    Sandip Kathiriya

    Thanks Philip.

     

  • Avatar
    Steve Rodrigues

    Yes Sandip - I am seeing the same duplicate external id error.

  • Avatar
    Philip Liu

    Hi Sandeep, Steve,

    If you still see the duplicate external id error, can you please log a support ticket? 

    Thank you.

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