How do I link customer X to parent customer Y?

Question

I created a Dummy Company X, and Dummy Company Y, and exported it to Excel so I could set the format to import many other customers. There's a "parent_id/id" field exported, which I thought referred to the customer's parent company. However when editing the form I can't find any spot to assign customer X as a child of customer Y.
Have I misunderstood parent_id? Where can I make this association? Where will this association show up after it is made?

Ray Carnes · Accepted Answer

Although the data model supports what you want to do, the user interface was designed to allow only 'Contacts' to have a parent 'Company' defined.
You can see this when you toggle the* Is a Company *checkbox - the parent 'Company' field will show or hide depending on the value of the checkbox.
You can modify the view to show the parent_id field by changing the *invisible *attribute to remove the *is_company *condition.

Michael Watchorn · Answer

AWESOME, it worked perfectly AND my subsidiary showed up as a Contact under the parent company. Excellent! Thanks Ray!

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