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QBOL - Customer vs Sub Customer

Last post 05-25-2021 2:52 PM by Method_Inderdeep. 1 replies.
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  • 05-06-2021 8:45 AM

    QBOL - Customer vs Sub Customer

    Reply Contact

    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

  • 05-25-2021 2:52 PM In reply to

    Re: QBOL - Customer vs Sub Customer

    Reply Contact

    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
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