Hi
We are looking at creating contacts / accounts in CRM Dymamics. The client is the principle member with a membership number. This (principle member) is usually an adult that can be employed by a company. the tree looks something like below.
- Holding Company
-- Holding company branch
---Principle member (main member) (person) (billed at a fixed principle member rate according to service)
----Adult dependent(s) (person) cannot exist without a principle member (billed at a fixed adult rate according to service)
----Child dependents(s) cannot exist without a principle member and is not dependent on the adult dependents (billed at a fixed child rate according to service)
Can someone assist?
regards & thanks