Understanding Parent Clients

Morgan Volta
9 steps
40 seconds

1

In this video, we will be covering the key differences between a parent company record in tracker, and a regular company record. Looking at a company list, you might notice that this Callahan Holding Company record does have a of a bolded font to it, as well as an icon on the left hand side.

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2

Click "Companies"

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3

Click "Companies"

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4

Click here

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5

Click "Back"

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6

Click here

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7

Click "Contacts & Addresses"

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8

Click "Callahan Holding Company"

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9

And even invoices if we are generating those. Again, keep in mind that only parent companies are used to house those subcompanies and subcompanies are designed to have jobs connected.

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