Customization of the Subsidiaries Subtab on the Customer Record
If you have permission to customize record types, use the Customer-Subsidiary Relationship record type to customize the Subsidiaries subtab on the customer record. This record type is not visible in the user interface. However, the fields on this record are available through the Other Record Fields page. Go to Customization > Lists, Records, & Fields > Other Record Fields > New.
On the Other Record Fields page, select the Customer-Subsidiary Relationship record type. Define the fields to be added to the Subsidiaries subtab. When the customer record is in Edit mode, you can modify the values in those fields.
The Custom Records and Custom Segments features must be enabled to customize the Subsidiaries subtab. If you use the Multiple Currencies feature, you can add currency-specific fields to the Subsidiaries subtab.
For information about custom record fields, see Creating Other Record Fields and Creating a Custom Field.
Users must have permission to edit customer and vendor records to customize the Subsidiaries subtab.
Related Topics
- Multi-Subsidiary Customer Feature Limitations
- Best Practices for Using the Multi-Subsidiary Customer Feature
- Enable the Multi-Subsidiary Customer Feature
- Customer Balances for Assigned Subsidiaries
- Customer Searches for Multi-Subsidiary Customers
- Mass Create and Update Multi-Subsidiary Customers
- Multi-Subsidiary Customer Support for Automated Intercompany Management
- Multi-Subsidiary Customer Vendor Entities
- Multi-Subsidiary Customer Hierarchy
- Transactions Available for Multi-Subsidiary Customers
- Assigning Subsidiaries to a Customer