Set Up a Conglomerate

Use the following steps to set up a conglomerate.

1. At Home Base, click Clients & Files.
2. From the Customer List, select the customer you want to designate as the main account.
3. Click Options and select Conglomerate Customer.  
4. In the Conglomerate Customers window, click Main Account, and then click OK.
5. To set up a subaccount, select the desired customer from the Customer List.
6. Click Options and select Conglomerate Customer.
7. In the Account Type frame, click Sub Account.
8. Select the correct parent from the list of Available Parents, then click OK.
9. Repeat steps 5 through 8 until all subaccounts have been set up.

Related Topics:

Conglomerate Customers Remove an Account from a Conglomerate View Conglomerate and Subaccounts