Create a Parent Company

How to Create a Parent Company   

 

How to Create a Parent Company

  1. From inside any screen in TrackerRMS take your cursor and go up to the right-hand corner and click on our magic wand and then click on “New Company.”

  1. A pop-up window should then appear and then it will require you to fill out the “Company Name” go ahead and click the box where it says, “Parent Company?” to check the box. You then can click either “Ok” or “Ok and Edit” if go right into that specific record.

  1. Now that the parent record company is set up, we can then add sub companies to this parent company. Fill in any details you choose to provide and then click “Save & Close” or “Save Only.”

If you need further assistance, please watch this video:

 

 

 

 

 

 

 


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽