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How do I group 2 companies/Organisations?

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You can group 2 companies by making one company as a member of another company.

1. Open the Organisation record which needs to be grouped.
2. Click on Edit icon
3. Look for the field named Member Of and click on the magnifying glass icon besides the field.
4. Select the Organisation you wish to group with.


Once the Organisation is grouped, you can check the Organisation Hierarchy by following these steps

1. Open the Organisation record which has a member company
2. Click on the three dots on the right top
3. Click on Organization Hierarchy



 
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