video1.0<iframe src="https://www.loom.com/embed/004bd8a552fe4980aa282965fb72b773" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/004bd8a552fe4980aa282965fb72b773-988ce465682a95dc.gif160.446In 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.