Parent-child relationship

We can create parent-child account relationships to group accounts together based on your business needs.

The below example illustrates a parent-child relationship where the company is the parent account and the child accounts are the employees.

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The child (employee) accounts are linked to the company and visible in the company’s profile.

 

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The child (employee) selects the parent (company) account to link the accounts.

 

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Child account profile

 

Another example of a parent-child relationship is a farmer’s market as the parent account and participating farmers as the child accounts.

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Features

Features

Features