Public Ticket #2592288

Sub Accounts (Common Field)

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2,762
KingsPlugins replied 6 years ago on November 6, 2020 at 10:47am

Hello,

I'm sorry, can you please expand on that?


When creating subaccounts there are only a few pre-defined fields: phone, job title, name.

Do you need to add new custom fields such as Customer Account Ref?

2 Tickets
Arslan Jawed replied 6 years ago on November 6, 2020 at 2:04pm

Hello,


Some of our customers have multiple outlets/branches. Some branches place order on their own and we input these order against the main customer ref.


So if customer want to create sub-account for their branches. How will we know main customer ref from order. So I want to have one non editable field for account reference. So when customer create sub-account this field remain same as main account.

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