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.