Enterprise - How to Change a Parent Customer

Changing Parent Customer from TempWorks Software on Vimeo.

Daily Webinar - How and When to Change the Parent Customer from TempWorks Training on Vimeo.

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Why Change a Parent Customer?

If you have accidentally created a department record for the wrong customer, or a sub-department for the wrong department, the department can be moved to the right location where you originally intended it to be.

Before You Change a Parent Customer

Know that historical data is not changed. So, changing the "location" of a customer/department in Enterprise will move the record but does not historically update data associated with that record. 

For example, if Department C was a child of Department A and was moved to now be a child of Department B all existing orders, assignments, and financials would still be tied to Department A - the original parent. Going forward, any new orders, assignments, and financial data would be associated with the new parent, Department B.

How to Change the Parent Customer

Let’s say we created a sales department beneath the manufacturing department of a customer, when really it should have been created directly beneath the primary department. In that case, our customer hierarchy would resemble the following:

To fix our mistake, we navigate to the (1.) sales department and from the (2.) actions menu select (3.) change parent customer.

With the “move customer” window now open, simply begin typing the name of the customer you would like to move the department to, or select the appropriate customer record from the drop-down.

*Note* Only primary/root customer records will display in the drop-down. Once you find and select the correct root customer, you will be able to further drill into that customer’s hierarchy and delegate which department is to be the new parent customer of the record you are moving. 

Selecting the (4.) carrot icon will expand the customer hierarchy, then simply select (highlight) the record that you would like to be the parent customer for the department. In our example, we would select “Kraken Calamari, Primary” and then save. 

To verify the change has taken place, we can go back to the departments form within customer details and view the updated hierarchy:

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