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+  Collections MAX - Debt Collection Software Forum
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| | |-+  linking clients with common ownership
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Author Topic: linking clients with common ownership  (Read 38 times)
highrated
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« on: July 24, 2010, 07:00:46 AM »

For reporting/charting purposes, I would love to be able to pull combined charts and reports for clients wiith common ownership.  For example, I have 5 clients that are owned by the same entity.  I would like to be able to view things at the parent company level as well as at the individual client level like we can now.

When I worked in A/R for a company a while back, accts for clients with common ownership were linked with what was called an Enterprise Number.  It allowed you to pull combined reports at the parent company level.  You might have 200 accts for different clients but you could view rolled up reports for all since they were linked.
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