Parent/Child Companies

If you have any clients that are under the umbrella of a larger organization, you can create a Parent/ Child Company relationship.

To set a Company as the Parent Company of an existing Child Company: 

1. Navigate to Record View of the desired Child Company
2. In the General Details section, click the building symbol in the Parent Company field
3. Search for the Parent Company you want to associate with the Child Company or add a new Company using "Quick Create"

 To add a Child Company to an existing Parent Company: 

1. Navigate to Record View of the desired Parent Company
2. Scroll down to the Child Companies section
3. Click “Add Child Companies” and search for the Child Company you want to associate with the Parent Company or add a new Company using “Quick Create”