What is the criteria for the Primary Subsidiary being locked/uneditable on a customer record? I have two customers: • “Customer A” which is a Prospect under the Subsidiary “1234" • “Customer B” which is a Lead under the Subsidiary “6789" Both have Support Cases, Opportunities, and Estimates associated with them. The first one has the Primary Subsidiary locked (cannot be edited) but the second does not (I can change Primary Subsidiary). Why can I change it on one and not the other?

For previously existing customers, this field cannot be edited if any transactions have been saved against the record.

But one is a Lead and the other a Prospect. I think that has something to do with it.

that’s what I’m wondering too

??

one is a sub-customer of the other and the quote on the editable one is actually on the parent. Sigh.

Totally makes sense now Jen

I hate subsidiaries

Some people don’t like subsidiaries and some subsidiaries don’t like some people…lOL

a bunch of our data is stuck under the wrong subsidiary, it’s a nightmare at the moment

There is an enhancement filed for that to update primary sub for vendors and customers

enhancements are a c*cktease

Over the years at least 1 of my enhancement request came true (2017)

lol

LOL