As part of the Squivr 1.32 release, Parking Lot was introduced to Org Chart. This exciting new feature allows users to have greater control over which Accounts and Contacts appear on the Org Chart.
Parking Lot Features
A new field, Parking Lot Reason, has been added to the Contact and Account objects. This is a picklist field and the values are controlled by a global value set (Parking Lot Reason). When this field contains a value, the Contact or Account appears in the Parking Lot.
From Org Chart, users are able to drag and drop Contacts and Accounts to and from the Parking Lot. This action updates the Parking Lot Reason field value accordingly.
A user can also utilize the Remove Independent Contacts action to move Contacts, in bulk, from the Org Chart to the Parking Lot. An Independent Contact is defined as -
- A Contact that is a direct child of the Account in view
- A Contact that does not contain a ReportsTo value
- A Contact that is not selected as the ReportsTo value for any other Contact
Using Parking Lot with Account Contact Relationships
Note: this is only relevant if you have configured Org Chart to map hierarchy using Account Contact Relationships.
You can manage an Accounts indirect relationships using Squivr Parking Lot in the same way you manage direct relationships. The difference is if you move an indirectly related Contact to Parking lot, Squivr updates the IsActive field on the AccountContactRelation object to false.