Use of parent/child relationships

[gelflex-cc]

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.

[jennysowyrda · Accepted solution]

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

[Dan1]

Hi @Swissnet , 

We also wanted a visualisation of the parent and child relationships because as you have described it can get very complicated when working with very large businesses. The feature is part of one of our solutions OrgChartHub, however if you would like to give it go then I would happy to give you a free trial. The video below demonstrates how it works.  It syncs both ways with the parent and child relationships, so assembling the relationships also becomes much easier. 

I hope this helps? 

Kind Regards, 

Dan Currin 

Co-Founder 

OrgChartHub Ltd 

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

[ElBr]

Is it not possible to a trial for the account mapping before purchasing? 

[Dan1]

Hi @ElBr ,

Yes we can sort that for you. Please send me your HubSpot portal ID and we can give you trial access for 2 weeks. My email address is dan@orgcharthub.com

If you have any other questions then please don't hesitate to ask. Here to help. 

Kind regards, 

Dan Currin 

Co-Founder 

OrgChartHub Ltd 

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

[ndwilliams3]

Like @Josh mentioned, I think custom objects would be the best route to go for this.

If your not comfortable with API's, I came across this tool for creating objects in your portal.

https://www.resonatehq.com/create-custom-object

[jennysowyrda · Accepted solution]

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

[Swissnet]

Hello

We are seeking to use the Parent / Child relationship to establish a sort of Supply-Chain view between different companies.
We try to make this assignment as seamless as possible to avoid additional work and drive data quality.

Example:

OEM: BMW

Tier 1: BOSCH

Tier 2: Electronics Inc.
etc...

What we can do so far: we can assign "many-to-many" Child

What we are struggling with: only "1-to-many" Parents (correct?)

What we want to do: generate an active report to visualise and filter connected Parent / Child companies (network diagram)

Thank you!
Hervé

[Josh]

Hi @Swissnet,

Most of our work is with tier 1, tier 2, tier 3 suppliers and in my experience, I don't like using the parent-child relationship for this. One workaround is to use custom properties to identify the final customer and anyone in the supply chain in-between. If the volume of OEMs and Tier 1 are low enough, you could use a dropdown for those properties. This will allow you to report on the data.

As a better option, you could use custom objects to track this, which would allow you to create an object type of "Company Type"...or whatever you prefer. You could then associate the different companies involved in the supply chain. That's my first thought on setup of this, but as you plan, that can be more solidified. This will also allow you to report the information you need. Note: you'll need some form of Enterprise in your portal.

I hope this helps and thanks for the ping @TitiCuisset!

Josh 

[Swissnet]

Thank you Josh for your answer. The challenge with creating a custom property is that the Parent / Child relationship is relative and not absolute. Can you please explain which "categories" you have in mind?

Example A for automotive

OEM = BMW

Tier 1 = Bosch

Example B for electronics

OEM = Bosch

Tier 1 = Nvidia

This is why we where trying to use the relative Parent / Child rather than an absolute category

[TitiCuisset]

Hi @Swissnet 

Thank you for reaching out. 

I want to tag some of our thought leaders on this - @Josh @ndwilliams3 @JonPayne any suggestions to share with @Swissnet on this? 

Thank you!

Tiphaine

[gelflex-cc]

@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.

[jennysowyrda · Accepted solution]

Hi @gelflex-cc,

@MFrankJohnson shared some insight into this property type here. 

@Phil_Vallender shared some insight into this property type here.

Thanks,
Jenny