Do you work with businesses that have multiple subsidiaries, franchises, or locations? Smackdab makes it easy to keep these complex relationships organized with our Parent Company feature!
A parent company is the central organization that oversees one or more "child" companies or subsidiaries. By linking them in Smackdab, you get a clear, top-down view of your client accounts, helping you manage strategies and resources more effectively. You can link up to five child companies under a single parent company.
Ready to streamline your account management? Here's how to get started.
How to Enable the Parent Company Feature
You can activate this feature in just a few clicks.
Navigate to Settings.
Under the Customization menu, select Company.
Go to the Settings section within the Company module.
Click on the Parent Company tab.
Simply flick the toggle to enable the feature.
What happens next?
When Enabled: You'll now see a "Parent Company" field whenever you add or edit a company. You can then easily select the appropriate parent company from a dropdown list.
When Disabled: The "Parent Company" field will be hidden from your forms, keeping your layout simple if you don't need this feature.
It's that easy to create a powerful hierarchy for your company records and keep everything perfectly organized!