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subcustomers and dashboard/transactions

edited Nov 22, 2019 10:33AM in CRM

Hello,

Looking at a (parent) customer dashboard, I notice that it doesn't include any of the subcustomer opportunities/estimates in the forecast/pipeline KPIs.  Is that by design?  Shouldn't all the subcustomer stuff roll up?  If you look at the Sales -> Opportunities/Transactions tabs on the customer record, the subcustomer opps/estimates show up there.

Also, is it possible to specify the parent as the bill to for sales orders/invoices?  Or consolidate several subcustomer orders into one parent customer order for billing?  Sorry if this is kind of a duplicate of an earlier post, I'm trying to refine my thoughts... 

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