You can indicate in CRM Contact Details whether a customer or prospect you
have on the system is the head office for their company. This allows you to
identify to head office account if there are separate accounts on your system
for each office or branch in their organisation.
1. Select Gx
CRM on the toolbar.
2. Select Contact Details from the menu.
3. Enter the required customer.
4. Click the check box next to Head Office on the right side of the screen to
"tick" this option.