Tag: SUbcustomer

Import Sub customer to a parent customer

We can create a new customer as a parent just with the company name, and we can make those customers as parents on creating the sub-customer, and the transactions of sub-customers will reflect the same format as “Master customer Name: Sub-customer Name“. Import file used Sub customernInternal ID parent company 42332 68623 CSX **Master Account***… Continue reading Import Sub customer to a parent customer

Setting a Parent customer to A Group of sub customers

We can assign a parent customer to a group of customers. This can be done by specifying the parent customer in the customer record. All the transactions of the sub-customers will be available in the parent record. In order to set multiple sub-customers to a single parent we can use CSV import. In the import… Continue reading Setting a Parent customer to A Group of sub customers

Saved search to get the billing address of parent and sub customers

Scenario: How to get the billing address fields of parent and sub-customers.? Solution: 1)Create a customer saved search: navigate to list>search>saved search>new Customer Saved Search: Click Edit Click Criteria Click Standard Filter: Select Sub of Description: Select is not -None– Filter: Select Stage Description: Select is any(prospect,lead,customer) Filter: select address fields sub Customer Field: Select billing address Description: Select is true Filter: select parent customer fields… sub Customer Field: Select… Continue reading Saved search to get the billing address of parent and sub customers

PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement: Client wants to update the billing address of the parent accounts and all their sub-customers accounts. The following are the changes to be made : The Billing street Address 1 to: new value The Billing street Address 2 to: make the field empty The Billing Postal Code/Zip to: new postal code. The billing information… Continue reading PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS