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Creating one master company and pulloing in other companies under the umbrella of the master

  • 1.  Creating one master company and pulloing in other companies under the umbrella of the master

    TOP CONTRIBUTOR
    Posted 8 days ago
    Edited by Chase Landorf 8 days ago
    typo correction in subject: pulling*

    We have multiple companies in our database, that we want to place under one master company. I see there is the customer combiner and modifier in the sales tab utility. But my question is, is it a one to one process? Or are we able to select many to one, and combine them to the one master company name? Then there is a question of, will it matter if the customers have different names to the master customer name, will the process run? I just watched a YouTube video on it, but, the video  did not do an example of multiple customers with different names. Any advise is appreciated.

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    Chase Landorf
    Director of I.T.
    Ideal Deals, LLC dba Ideal Aluminum Products
    Saint Augustine FL
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    Academy - Online Interactive Learning from Experts


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