All-In-One Field Service Management Software by Aptora –

Customers & Accounts Receivable

Is there a way to take a current customer account and make it a sub account under another customer?

Answer When the “Parent” field is enabled (editable), you can do this. When it is disabled (grayed out), it is locked and you cannot. It is disabled when there are payments made to the contact as well as certain other financial information. If you are dealing with a customer that has moved and you have

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