Account & Sub Account
Greetings:
I am trying to use sub accounts. I have been able to create one account Test-Account1 with 2 sub accounts Sub-Test and Sub-Test2.
Then I'm able to assign the contact Test Contact to the sub account Sub-Test
Then "Test Contact" creates a request. I would expect the associated account to be Sub-Test but it becomes Test-Account1 instead and I cannot change it...
I click on the search contact icon...
I click on Test-Contact...the account remains the main account and does not switch to Sub-Test!!???
My build # is 7928. Let me know if it's not totally clear.
Thank you for your help,
Michel Denizot
I am trying to use sub accounts. I have been able to create one account Test-Account1 with 2 sub accounts Sub-Test and Sub-Test2.
Then I'm able to assign the contact Test Contact to the sub account Sub-Test
Then "Test Contact" creates a request. I would expect the associated account to be Sub-Test but it becomes Test-Account1 instead and I cannot change it...
I click on the search contact icon...
I click on Test-Contact...the account remains the main account and does not switch to Sub-Test!!???
My build # is 7928. Let me know if it's not totally clear.
Thank you for your help,
Michel Denizot
Topic Participants
Michel Denizot
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