This article explains how to manage and link Company records to Corporate and Individual Clients. It also details how associated companies and enrollments are displayed and managed within XenDirect.
Individual Clients Panel
The Individual Clients panel displays clients linked to a company based on the Employer field in the Client Profile.
Enrollments Panel
The Enrollments panel displays client registrations where the Company field in the Client Assignment record matches the company.
Corporate Companies Panel
This feature allows a company to act as a Primary Account and associate other companies as subordinate entities.
Example:
A company may have multiple departments as subordinate companies, each with unique contacts and addresses, managed under the main company's account.
Details
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Company records operate consistently throughout XenDirect, with one exception:
- The Corporate1Discount applies to both the main company and its associated companies. This discount is applied to any company identified in the client’s member account.
Conclusion:
By following this guide, users can effectively manage company records, link clients, and track enrollments across Corporate and Individual Clients. For further assistance, refer to related articles or contact support.