How do I create a parent/child relationship?

Here are some suggestions on how to reflect a parent/child relationship in ProsperWorks. This method can also apply to subsidiaries and companies.

If you are interested in ProsperWorks exploring this feature, please submit a feature request here.

Tips and tricks:


1. You can make a custom field dropdown to a company to indicate they are subsidiaries or parents. The benefit of using a dropdown, is that you'll be able to filter by this data point ("Show me all companies that are a child of A").

2. To make a custom field, go to Settings ->Custom fields 

3. Make a custom field dropdown to specify if it is a child or parent


4. Make a second custom field that is a URL, so you can copy/paste the URL of the parent or child in:


5. It will look like this:

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