Method General Q & A

Re: QBOL - Customer vs Sub Customer

Method_Inderdeep — Tue, 25 May 2021 19:52:02 GMT

Hi Ruth,

Thanks for reaching out to us!

Unfortunately, on the UI level, this is not possible. However, we do have the ability to create sub-customers in Method. The way they will show up is like Customer: SubCustomer.

Hope this helps!

Regards,

Inder

QBOL - Customer vs Sub Customer

Ruth Leighton — Thu, 06 May 2021 13:45:26 GMT

Hello, our contact data is currently stored as organisation details at the customer level and then the employee (s) detail at the sub customer level within QBOL. Can we create this view within the contacts overview?

Organisations

Employee 1

Employee 2

ETC