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Tracking a Parent Company if the Subsidiary is in the Database

  1. Open the Companies record of the subsidiary company.
  2. In the Parent field, enter the name of the parent company.
  3. Save both Companies records.

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  1. Open the Companies record for the parent company.
  2. Click the Details tab and click the Divisions/Subsidiaries sub-tab.
  3. From the Divisions/Subsidiaries tab, open a new Companies record. The Parent field is already populated.
  4. Complete the necessary fields for the subsidiary company and save the record.
  5. Save the original Companies record.

Reviewing Division

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and Subsidiary Information

A company's subsidiaries are listed on the parent company's - Divisions/Subsidiaries tab. Also, You can review the relationship between a company, its parent, and subsidiaries using the Divisions tab on the main tabs of the Companies record. The Divisions tab includes the following features:

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