How can I manage parent companies and subsidiaries?

  • 23 April 2021
  • 1 reply

Userlevel 3

I’m trying to show which companies are parent/subsidiary companies to each other. What’s the best way to do that?


Best answer by Evan from Copper 27 April 2021, 17:15

View original

This topic has been closed for comments

1 reply

Userlevel 3
Badge +3

Managing companies as parents/subsidiaries (parent/child) can be done through Connect Fields. This functionality is available for Professional and Business plan users.

To create a Connect Field:

  1. Sign into your Copper account, and click 'Settings.'
  2. Choose 'Manage Fields on Records' under the 'Customize' section.
  3. Click the record type you want to create the field for.
  4. Click the button for 'Create Field.'
  5. Set the 'Type' as 'Connect Field.'
  6. In the ‘Relationship’ drop-down, select, ‘Parent of / Child of’.
  7. Press ‘Create Field”.

When you open a company record to see the field displayed, you can click into each field label to fill it out. e.g. The General Mills company record would be labeled as the ‘Parent’ and the Pillsbury company record would be labeled as the ‘Child’.