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Customer/Name/ID format for child companies

edited Jun 2, 2025 2:42PM in Ask A Guru 10 comments

I have certain customers with Parent companies in Customer records. I see Name/ID presented in one of the two formats below. It is not based on a View. In the same view, I see child companies of one parent listed in different ways. Is there any way to edit so child companies are always displayed with the same format?

Example for C123 Parent and C456 Child

C123:456 Parent : Child -- both IDs listed at the beginning

C456 Parent : Child -- Only Child ID listed

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