We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the sub account you can copy to the sub from parent but mass edits cant be done that way.
It would be nice to see a check box in the parent account that would copy that line of info to the sub accounts so each sub account can still have individual contacts.
1 thought on “Edit Parent Contacts and push to Sub Accounts”
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I was informed by our other office they would like to see an ability to have popup notes from the parent account apply to all sub accounts as well.