Make it possible to change the Parent Customer on Accounts through the Sub-Account.
If you have an Account that already has a Parent Customer assigned to it you cannot change the Parent Customer going to the new Account, choosing Sub-Accounts, and then Add Existing Account. It will complain that the Sub-Account already has a Parent Customer. I don't see a good reason for this.
It would be very convenient to be able to change Parent Customer with this method.
Comments
Thank you for your suggestion. We are considering this functionality for a future release of CRM. Regards, Prashanth GanapathyRaj PM CRM This posting is provided "as is" with no warranties, and confers no rights.
Category: General
A warning is appropriate, a stop is not (a bit like duplicate detection - let the user decide, given all the facts ie what the Parent Customer currently is)
Category: General
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.