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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.


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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.

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