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Moving a Single Company under a Company Group
Moving a Single Company under a Company Group

This article outlines how to move a single Company under a Company Group by changing the parent record.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Single Companies, or Single Site Companies provide a simple interface for Companies that have just one site/office. However, you may have some customers who have more than one office - so it's possible to convert a Company to a Company Group. Click here to read more about the differences between single Companies and Company Groups.

In this article, we'll take a look at how to change the parent Company Group of a Company.

Step 1: Select a Single Company

Go to a Company (single Company) record, and click on the further options menu (three dots) in the top right-hand corner. Choose 'Change Parent'.

Step 2: Search for a Company Group

In the search bar, search for the Company Group you want this Company to be situated under.

Step 3: Review Breadcrumb Link

The breadcrumb link should now show your Company sitting directly underneath your chosen Company Group.

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