Parent/Child Companies

If you have any clients that are under the umbrella of a larger organization, you can create a Parent/ Child Company relationship.

To set a Company as the Parent Company of an existing Child Company: 

1. Navigate to Record View of the desired Child Company
2. Click on the "Relationships" tab
3. Click on "Add" on the right-hand side of the Parent Company section
4. Search for the Parent Company you want to associate with the Child Company via "Add Existing" or add a new Company using the "Add New" option

 To add a Child Company to an existing Parent Company: 

1. Navigate to Record View of the desired Parent Company
2. Click on the "Relationships" tab
3. Click on "+Add" on the right-hand side of the Child Company section
4. Search for the Child Company you want to associate with the Parent Company via "Add Existing" or add a new Company using the "Add New" option