Tech Support > Microsoft Windows > Windows CRM > parent child relationships
parent child relationships
Posted by Bluey on November 2nd, 2004


Within Microsoft CRM can we link Customer Companies together?

ie: Parent / Child relationships

Example:-
Cronus International has a customer called Adelaide Brighton Cement.
Adelaide Brighton Cement has two sites and owns another company.
Adelaide Brighton Cement - Head Office - Adelaide
Adelaide Brighton Cement - Angaston Plant
Adelaide Brighton Cement - Birkenhead plant
Cockburn Cement.

Posted by Ronald Lemmen on November 2nd, 2004


Assuming that you are working for the company Cronus International (and using
the crm application), you can indeed create a customer (account) Adelaide
Brighton Cement. When you have stored this account, you can add new sub
accounts which are the childs like the head office or angaston plant.

If you do already have created the child accounts, you can link them to the
parent account by using the field 'parent account'. It might be that this
field has been removed, but then you can add it again using the system
configuration.

I hope this helps,

Ronald Lemmen
Avanade Netherlands

"Bluey" wrote:


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