Overview

This section will highlight some commonly asked questions regarding sub-customers.

Adding a SubCustomer

In the Add Customer or Edit Customer pop-up window, you can indicate if a customer is a subcustomer by clicking on the "Is Sub-Customer" checkbox. In the "Parent Customer" field input the parent customer who oversees the subcustomer. Next, specify which customer is getting the bill (i.e., the sub-customer, the parent customer, or another customer):

For more information about subcustomers, please see the Add Customer page.

Sub-Customers in MobiWork

Similar to parent customers, prospects, and business or residential customers, sub-customers will appear when searching in the Customers feature page. You can identify a sub-customer by opening the View Customer pop-up window and seeing that the customer has a parent customer. You can directly access the parent customer from this link:

Likewise, if you are in the parent customer's View Customer pop-up window, you can see all the associated sub-customers in the "Sub-Customers" tab:

Sub-Customers and Locations

The difference between locations and sub-customers is that locations are individual physical addresses that exist on a single customer profile, while sub-customers are individual customer profiles that can be linked to a parent customer.

Searching for Parent and Sub-Customer Accounts

The best way to visualize parent accounts and their associated sub-customers/child accounts is to export your customer list to Excel.

From the spreadsheet, you can view all parent accounts and their associated sub-customers. We do not have an attribute to search for parent customers directly. For more information on how to export customers, please see the Export Customers page.