Halo: Top level support

What’s happening?

  • when editing a company salesbuildr has a dropdown called “parent company”

  • This dropdown shows all companies that you can link to

  • No sync with Halo at all

What should be happening?

  • Halo has an entity called “top level” these are essentially parent companies.

  • the parent company dropdown should only show top level customers

  • The data should be received from Halo (top level customers linked to their “children”

  • Optional: The top level companies should be loaded in under companies as “parent companies” < only do this if we need to load them in as entities in order to make the above work.

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Upvoters
Status

To Do

Board
⚠️

Bugs

ETA
Aug 23, 2026

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