When working with parent and child customers, communications are often managed centrally at the parent level.
This feature ensures visibility at both levels by automatically posting email communications to the relevant child customer timeline.
When enabled, any email sent from a parent customer that references a child customer’s invoice will also appear on the child customer timeline.
Example of Communication
Parent customer: Everett Fine Wines
Child customer: B-Sharp Music
Child customer: DelRey Distributors
An email is sent from Everett Fine Wines and references invoices belonging to B-Sharp Music & DelRey Distributors
Result:
The email remains visible on the Everett Fine Wines & DelRey Distributors timeline.
A email is also shared in both of the children customer profiles containing the same email body within the timeline.
This ensures all records accurately reflect the communication.
Enabling Child Invoice Email Notes
Navigate to Customer Settings.
Locate Child invoice email notes setting.
Enable the toggle.
Once enabled, no additional action is required. Notes will be created automatically when the conditions are met.
Requirements and Important Notes
Parent and child customer relationships must be configured correctly.
For NetSuite users, sub customers must be used to synchronize parent-child relationships.
Contacts for linked customers should be maintained at the parent customer level.
This feature only applies when an email references a child invoice.
When Should I Use This?
Use this feature if:
You manage communications centrally at the parent customer level.
Child customers require a communication history.
Multiple properties, sites, or entities roll up under one parent customer.