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CRM - Global Account Structure - Creating a Master Account RRS feed

  • Question

  • Dear All,

    I am looking for a way in which I can collate several contacts/accounts into a master account

    i.e. Company X trades in Sweden, Brazil & China.

    Currently, they are all in the CRM as different accounts with separate contacts for each. However, I'd like a view/option to be able to set an "overarching account" that acts as the master that is made up of all the "sub-accounts".

    Is this a possibility, if so, how does one go about setting this structure up?

    Thanks in advance,

    Steve

    Friday, January 15, 2016 12:57 PM

All replies

  • Sounds like the best option is to a create a separate account for your 'overarching account', and set that as the parent account of each of the sub-accounts

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Friday, January 15, 2016 1:46 PM
    Moderator