What
Client record > General tab > Client Information > Is Parent? field
Whilst creating a new Client in Mercury, there is now the capability to clearly mark and view if that record is a Parent client or a subsidiary.
From within a Client record, there is now a simple toggle which allows the Client to be clearly labelled as either a Parent company or a Subsidiary of a company.
NOTE: The default is set to Subsidiary.
Why
The essence of the feature is, for example:
- Parent Client A has Rachel Green working there as an HR Officer.
- Client B is a separate Client record which has Client A linked as it's Parent company.
- A Vacancy comes up and Rachel is the Hiring Manager for it, but the Vacancy will be based at Client B's address.
- The Vacancy will therefore be created via Client B's record.
- Because the two records are linked, Rachel can be selected as the Hiring Manager, even though she has only been added and linked to Client A's record.
How
To mark a client as a Parent, navigate to the front page of the client record, and click the Is Parent? toggle to change the default of Subsidiary to Parent:
Select the Save button on the top ribbon to save the changes:
Did you know?
Alongside this feature, a View has been created in the Client menu to make it simple to access a list of all Parent Clients:
NOTE: For Clients with existing Client records, the Is Parent? toggle will be set to blank.