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Linking multiple companies

By
Scott Hart
on 6/28/15, 8:07 AM 517 views

How do I set up customers who have multiple locations? Each location might actually have a different name, manager that I need to list, etc. I need that one master account, then the sister locations to be associated with it. Thank you in advance. 

Additionally, once you are setting up the additional business / location, how can you select contact's to be associated with that location?

Scott Hart
on 6/28/15, 8:19 AM
0

Scott,

Some terminology must better be clean.

- If you mean you want to attach addresses/locations/places..You must add contacts to main company(the customer company). The contacts will be the multiple locations.

- If you are using these locations of customers as your warehouse locations, you must add up a field where you would be able to link multiple stock.location's to the customer/its contacts.

Thanks.

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Asked: 6/28/15, 8:07 AM
Seen: 517 times
Last updated: 7/1/15, 9:30 PM