Use of parent/child relationships

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Regular Advisor

Hi all,

 

I am sorry if this is a duplicate as it was a struggle to find what I am looking for.

 

I'd like to understand the parent and child properties uses, tracking, etc.

 

I would like to know when looking at contacts and companies that there are related companies as correspondence may be different than to a single group. For the purpose of this, assume I would like to group franchises.

 

Thanks in advance for all your help and suggestions.

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Community Manager

Hi @gelflex-cc,

 

Here are a few resources to help get you started: 

 

1. Add parent/child companies

2. Introducing parent/child companies

 

If you have specific inquiries or roadblocks you are encountering, please provide additional information around where you are getting stuck.

 

The more information, screenshots and details you can provide, the better the Community can assist.

 

Thank you,
Jenny


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Community Manager

Hi @gelflex-cc,

 

@MFrankJohnson shared some insight into this property type here

@Phil_Vallender shared some insight into this property type here.

 

Thanks,
Jenny


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Community Manager

Hi @gelflex-cc,

 

Here are a few resources to help get you started: 

 

1. Add parent/child companies

2. Introducing parent/child companies

 

If you have specific inquiries or roadblocks you are encountering, please provide additional information around where you are getting stuck.

 

The more information, screenshots and details you can provide, the better the Community can assist.

 

Thank you,
Jenny


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Regular Advisor

@jennysowyrda

 

Thanks, great articles. I started playing with this the other day. Wish I knew at the beginning that setting up child companies will then populate the parent company automatically. 

 

Any special tricks you have found in using parent/child companies?

 

Why can you choose the company you are on when adding child companies?

 

Thanks.

 

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Community Manager

Hi @gelflex-cc,

 

@MFrankJohnson shared some insight into this property type here

@Phil_Vallender shared some insight into this property type here.

 

Thanks,
Jenny


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