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Tracking a Parent Company if the Subsidiary is in the Database
- Open the Companies record of the subsidiary company.
- In the Parent field, enter the name of the parent company.
- Save both Companies records.
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- Open the Companies record for the parent company.
- Click the Details tab and click the Divisions/Subsidiaries sub-tab.
- From the Divisions/Subsidiaries tab, open a new Companies record. The Parent field is already populated.
- Complete the necessary fields for the subsidiary company and save the record.
- 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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