Remove Parent-Child Relationship on Customer
Published on
February 26, 2024 at 11:25:29 PM PST February 26, 2024 at 11:25:29 PM PSTth, February 26, 2024 at 11:25:29 PM PST
Scenario
When viewing the parent customer, she can see the child (subcustomer) customers under the Relationships > Subcustomers tab. The user would like to remove the relationship between the subcustomer and the parent customer record.
Solution
- Go Lists > Relationships > Customers
- View the parent customer record of the subcustomer record
- Go to Relationships > Subcustomers
- Edit the subcustomer record
- Parent Company: Remove the Name of the Parent Company
- Click Save