If several of your clients are part of a parent or holding company, you can organise the subsidiary clients under the parent company. This allows you to group and view all related projects, bookings, and form submissions by the parent company. A client can only be associated with one parent company at a time; if they are added to a new organisation, they will be removed from their previous one.
How to Create Parent Organisations
Navigate to Clients on the sidebar
Select the Parent Organisations tab
Select +New.
Add the Clients from the drop down menu
Click Create
