Add a Parent Company to an Existing Company Record

How to Add a Parent Company to an Existing Company Record

 

How to Add a Parent Company to an Existing Company Record

  1. Please remember the parent company must already be added into Tracker as a record in order to associate it with the subcompany. Go to the correct company that you would like to add the parent company and go to the parent company field.

  1. You will then type in that parent company record, select from the drop down and hit “Save and Close” or hit “Save Only.”

 

  1. If you would like to get to the parent company record inside the sub company you can click on the icon that says, “Go to Parent Record” and that will bring you into that parent company record where you will see the subcompanies listed.

 

 


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽