Creating and using Parent-Child Account Relationships in Infor CRM

In the animal world every animal has a parent Relationship, a sort of hierarchy of Parent->Child from one generation to another.  In the CRM digital world this may also apply to relationships among your business accounts.  Some businesses will have many child, subsidiary accounts that you track in CRM and still need to relate back to a parent Account.

Consider this is a worldwide corporate account that have various business accounts located elsewhere that do business with your business. So, the parent account has multiple subsidiary/child accounts that are linked as one.  Under each account are a range of contacts, opportunities and service requests.