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Scott Hamilton

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  1. Allow child/parent contacts

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    26 comments  ·  Zoho Books » Customers  ·  Admin →
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    Scott Hamilton supported this idea  · 
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    Scott Hamilton commented  · 

    We also would like this. In QuickBooks this hierarchy is "Customer" as the parent account and "job" as the sub account. In Zoho CRM we added a custom field for it called "Parent Account" and in Books we just make sure all the billing contact information matches their corporate HQ. If you (Zoho) want to add some serious value and make yourself standout from QB desktop, implement parent child customers and allow the transfer of credit between them.

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