Some of our customers have multiple outlets/branches. Some branches place order on their own and we input these order against the main customer ref.
So if customer want to create sub-account for their branches. How will we know main customer ref from order. So I want to have one non editable field for account reference. So when customer create sub-account this field remain same as main account.
Hello,
When creating subaccount can I keep one field unchangeable and same such as customer account ref.
Hello,
I'm sorry, can you please expand on that?
When creating subaccounts there are only a few pre-defined fields: phone, job title, name.
Do you need to add new custom fields such as Customer Account Ref?
Hello,
Some of our customers have multiple outlets/branches. Some branches place order on their own and we input these order against the main customer ref.
So if customer want to create sub-account for their branches. How will we know main customer ref from order. So I want to have one non editable field for account reference. So when customer create sub-account this field remain same as main account.