You can see how parent and child customers are related on three different pages:

  • Existing Customers List page: Quickly see which customers are linked to a parent customer. Any customers who show Parent after their name are linked to a parent customer.  

  • Parent's Customer page: See which customers are related as child customers by viewing them in the Related Customers section. Click on any link to go to that child's Customer page.
    NOTE: See our article about assigning a parent customerto learn more.

  • Child's Customer page: The top of a child's Customer page shows the name of the parent customer. Click Parent Customer to go to that Customer page.

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