You can set up a Company Hierarchy that includes a parent company and an infinite number of associated sub (child) companies under that parent company. For example, if you have multiple companies such as Acme-CA, Acme-NY, and Acme-TX that all belong to the same organization, Acme Inc., you can tie all of these companies together by assigning Acme Inc. as the parent company. Contacts associated with the parent company will be able to access documents associated with any assigned sub-companies. Any existing company can be a parent company or a sub-company. To add a company as a parent company, that company must already exist.
To specify a parent company for an existing company: Go to the Accounts tab and locate the company you wish to assign to a parent company. On the Company Details widget, click the Edit icon link in the upper-right corner. On the following page you should see a Parent Company field above that account’s company name. Enter the name or company number of the parent company you wish to specify and the system will search for that company. Your parent company selection should appear in the search window. Select that company and click to complete the field. You must Save or Save and Exit to keep the selected parent account.
Note: If you check the Copy Parent Company Info check box before clicking Select, the parent company address information will transfer to the current company. This only applies to the address information. The company name will not change. Click the Save link at the bottom of the page.
