Hi - how can I link a ‘child company account’ to a ‘parent company account’? We work with schools and I use Copper to create an individual school/company account but I would like to the individual school to a larger Academy Trust organisation. Is this possible??
Best answer by Michelle from CopperView original
@Chris HB, that’s a great question. This is where we often use custom Connect Fields, which allow you to link between different records in Copper.
I made a little explainer video for you. :)
Thank you Michelle, that’s really useful and exactly what I was looking for
You might be able to use them for other relationships in your system too. Here are some that come to mind:
Of course, give it a try with the trusts and their underlying academies first. And keep in mind that connect fields cannot be imported/exported or pulled into our reporting system; they’re more for reference when you’re looking at a record.
Edit: I’m going to mark my original reply as “Best Answer” so that it can be easily found by other visitors.
I also found that super helpful
Further to this….. Can each of those associated companies use the same email domain as par of their record?
@TL1074, glad it helped! The answer to your question is no; a given email domain can only belong to one company at a time, even if those different are associated with a Connect Field. It’s common for the main parent company to have the email domain and the child companies to have no email domain attached.