Daniel Patton
07/02/2026, 2:07 PMCeligo AI
07/02/2026, 2:07 PMAI generated answer (using internal Slack threads):Based on the conversations, the best way to change the Primary Subsidiary of an existing customer is indeed to create a copy of the customer record and then merge it. Here are the steps: 1. Create a "shell" record with the subsidiary you want to switch it to, but with basically no other information on the record that's not required. 2. Merge with the shell record as the "main" record or whatever it calls the record to keep. 3. The merged record will take the subsidiary from your new shell record and will pull in any information from the existing record where the field was blank on your shell. 4. Manually (probably) clean up any data that was conflicting (may not be needed). This process will result in the merged record having the subsidiary from your new shell record. If you have anything keying off of Int ID, you'd need to deal with that since it takes the Int ID of the shell record since you're calling that the parent. Also, it then adds the subsidiary that was on the existing record as an available subsidiary on the subsidiary list if you have multi-customer on. Please note that this process is not suitable for mass changes. For mass changes, you can use the duplicate detection feature, although it's a bit fiddly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
07/02/2026, 2:07 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860901
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859680235
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851928771
Celigo AI
07/02/2026, 2:07 PM