Remove Parent-Child Relationship on Customer

Written by
Marsha Andres
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

  1. Go Lists > Relationships > Customers
  2. View the parent customer record of the subcustomer record
  3. Go to Relationships > Subcustomers
  4. Edit the subcustomer record
  5. Parent Company: Remove the Name of the Parent Company
  6. Click Save