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Set the Parent of a Customer Group
Set the Parent of a Customer Group

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

If your customers are linked to each other, you can decide who is the ultimate parent (the one receiving communication in Customer Group level workflows).

Go to Customer Hub > Configuration > Customer > Linked customers

OR access it from the list of customers:

and do the same operation:

Please note that, if the customers are linked together in your ERP, depending on the source it may not be possible to change the parent in Kolleno.

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