{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/004bd8a552fe4980aa282965fb72b773\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/004bd8a552fe4980aa282965fb72b773-988ce465682a95dc.gif","duration":160.446,"title":"Understanding Client Hierarchies in Service Tracker","description":"In this video, I provide an overview of how parent hierarchies work with our clients in Service Tracker. I explain how to create a hierarchy by linking child records to a parent-client, allowing for multi-layered structures that can include various sites and sub-sites. This setup enables effective reporting and dashboard creation based on client hierarchies. I also highlight how these relationships affect contact-related lists and portal access. Please take a moment to review your client lists and consider how you can implement these hierarchies for better organization and reporting."}