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Parent Child Customer records - Guidance / Best practices
I've seen many posts about Parent-Child customer relationships, but none provide a complete definition of what actually happens in the application. Neither the Online Help, LCS nor Suite Answers offers a detailed explanation of how this works when configured—and you need to already know the right questions to ask to find anything useful.
After testing in our sandbox, I have a few concerns:
- How Child customers are displayed after setup
- The system doesn't automatically inactivate the former standalone customer, causing CSR confusion
- Opportunities created under the Parent aren't visible to the Admin role in global search, but are visible to Sales Manager
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