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:
- Navigate to Record View of the desired Child Company
- Click on the "Relationships" tab
- Click on "+Add" on the right-hand side of the Parent Company section
- Search for the Parent Company you want to associate with the Child Company or add a new Company using "+ Add new Company"
To add a Child Company to an existing Parent Company:
- Navigate to Record View of the desired Parent Company
- Click on the "Relationships" tab
- Click on "+Add" on the right-hand side of the Child Company section
- Search for the Child Company you want to associate with the Parent Company or add a new Company using "+ Add new Company"
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