Customer:Job Sub Account (Child Account)
This topic will cover setting up, adding, editing, deleting, and making a child customer;job inactive.
You can add children or sub accounts to any Customer:Job. This may be useful when you wish to setup a corporate office and all of its individual stores. It could also be used to enter job under a customer. For example: you may enter a business as the parent and the job as a child.
This technique may also be appropriate if you are entering a landlord and all of its rental properties. The landlord’s office may be considered the parent and the rental units may be considered the children (sub accounts).
Here are some examples:
Rooftop Replacement #4662
Rooftop Replacement #4663
RT Property Management
Rental Unit 212
System Change Out
Rental Unit 213
Rental Unit 214
This feature is only accessed through the Customer:Job list. From the main menu, click Customers > Customer:Job List.
Open the customer:job list form as noted above.
Right-click on the parent account and select Add Sub Customer and\or Job from the pop-up menu.
Enter information as you would with any other Customer:Job.
You can have as many as ten subs. In other words, you may go up to ten levels deep.
See the Customer:Job list topic below for full details on entering customer:jobs and managing them.
The Preferences Form include an option to turn on and off the Hierarchical display of parent\children on the customer:job list. If checked, the list will display as flat. The only advantage to the flat display is that the form may load faster when a significant number of children are in use.