Do you have multiple customer accounts – maybe for different regions, divisions, or addresses – that fall under one company? Instead of creating separate company cards and duplicating data, simply create them as subaccounts and keep one overarching customer view. These stay linked to the main company account. So you can view subaccounts on their own, and also consolidate subaccount data under the main company.
This article covers:
- When to use subaccounts
- How to create a subaccount
- Where to view existing subaccounts
- How to analyse subaccount data
When to use subaccounts
Subaccounts are useful for organizations that have different accounts with one main customer, and want to:
- Manage multiple locations, delivery addresses, departments, divisions, or other separate parts of the same customer under one main company card
- Consolidate subaccount activities, data, and reporting into one visible and accessible view
- Organise and access multiple subaccount tasks from a single aggregated company view
Subaccounts are for extending one step from the main company, so it's not possible to make a subaccount of a subaccount
How to create a subaccount
- Open the company card you want to assign as the main company
- Click Subaccounts:
- Click Add Subaccount:
- Either search for an existing company you want to convert into a subaccount, or click to Create new company to add a new subaccount (you can add multiple companies):
- Click Save and add subaccount:
Reverting and deleting a subaccount
- You can change a subaccount back to a company card, or delete the subaccount at any time. Click the three dots next to the subaccount you want to edit, and select to revert or delete:
How to view subaccount data
- Open the main company card
- Click Subaccounts:
- This shows the list of subaccounts. Click View account to view the subaccount's information:
How to analyse subaccount data
- You can run reports for the main company and subaccounts in the Report centre
- You can also use the subaccount filter when working with lists