Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.

Setting the Parent Company field to Yes on a companies edit page will designate it as a Parent Company. The option to add Child Companies will then become available on the selected companies edit page.

Adding Child Companies

Step     Action  

  1.      Select {New} under Child Companies. An Add Companies modal will open.

  2.      Select customers by checking boxes on the left-hand side. Check box above 

           Customer column to select all customers. 

           Note: A company can only be added as a Child Company if it has not been 

           designated as a Parent Company in it's General information.

  3.      Select {Add}. The company will appear under Child Companies.

  4.      Select {Save}. A pop-up window will confirm the customer updated successfully.

Note: The Parent Companies customer defaults will not automatically be applied to Child Companies.

Removing Child Companies

Step     Action

  1.       Select entries under Child Companies to be removed by checking boxes on 

            the left-hand side. All entries can be removed by checking box to left of 

           {New} under Child Companies.

  2.       Select {Delete}. A window will pop-up to confirm selected items to be 

            deleted.

  3.       Select {OK} to delete selected items. 

  4.      Select {Save}. A pop-up window will confirm the customer updated successfully.