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Primary/Secondary Organizations

Is it possible to create (and link) secondary organizations to primary (parent) organizations?

For example, Trinity Health is the parent/primary organization and Mercy Medical is one of the many secondary organizations.

Thank you,

Marla J

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  • Hello Mjohnson,

    You can link most Insightly records together and manually enter a description of the connection in the Role field. When you're creating links between organizations, you'll choose from a Relationship field dropdown list. We provide some default selections, but you can add your own custom relationships to that list.

    Here's an article that explains more in detail

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