Customer Hierarchy Tool
Here is the current problem:
- Several teams need to be able to group accounts up to the customer level. The current CRM didn’t allow for this.
- We needed a solution that didn’t require a lot of work by the development team. The current workaround was thousands of lines of if statements. Any updates to the hierarchy required a code change.
The solution:
- Add a Company table and Parent Child Table. This put management of the relationships in the hands of the user.
The final problem was the current solution didn’t have an IDE to build the forms and CRUD functionality. I used our in-house AI Agent to build out the forms and the CRUD functionality. This was an iterative process. It would give me code. I would test it, if there was an error, I would show the error and it would try again.
Because this project is proprietary, screenshots are not included.