Editing Details and Settings - Customer
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In some cases you may have one customer you are working with and you have multiple job sites for them. You can create a parent child relationship. If you do this, you could look up the parent company and find all of the related “child” companies. | In some cases you may have one customer you are working with and you have multiple job sites for them. You can create a parent child relationship. If you do this, you could look up the parent company and find all of the related “child” companies. | ||
− | + | To create a parent – child company structure: | |
First, create a company record for the “parent” company. Usually the information on the Site and Billing tab for the parent is going to be the same. When that is created, you can then create the "child". | First, create a company record for the “parent” company. Usually the information on the Site and Billing tab for the parent is going to be the same. When that is created, you can then create the "child". | ||
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− | '''Account #''' | + | ''' |
+ | Account #''' | ||