All Collections
Uku in English
How to set up the parent company?
How to set up the parent company?
Maria Müürsepp avatar
Written by Maria Müürsepp
Updated over a week ago

Adding a new customer can link it to its mother's company and make it easier to find clients that are linked to each other.

When adding a new customer, you can choose in the "Parent company" field which existing client is the parent company of that specific client.

Fill in other needed fields, and save adding a client.

Later, when you are on the client card, you will have a better overview of whether the client is connected to a parent company.

At the same time, on the parent company card, you have an overview of sub-companies.

The coloured icons next to the client's name are active, and by clicking on them, you can easily navigate to the client card of the subsidiary or parent company.

Did this answer your question?