Linked clients

Jo Grant -

Updated for Synergist 12.5

From within the client record, on the ‘Settings’ tab, and then "Linked organizations". From here you can select a list of clients who are related to this specific client. For instance, one client may be a holding company for several other companies.


By listing the ‘child’ companies here, whenever you create a query for the parent company, the query will include data for all the child organizations.

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