Company records can be linked to other Corporate Clients and/or Individual Client records.
Individual Clients
This panel displays the client where the Client Profile Employer field matches the company.
Enrollments
This panel displays client registrations where the Company field in the Client Assignment record matches the company.
Corporate Companies
This feature allows a Company to be a primary account and have associated companies. For example, numerous subordinate company records could exist that are different departments of one company but each has different contacts and addresses. These would be Associated Companies.
Details
- Company records work the same on all aspects throughout XenDirect except the Corporate1Discount. In this case, the discount would occur for all Associate Companies as well as the company identified in the client’s member account.
Rick Stern
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