I have three branches in my company. One of the branches does not need to share the same company/contact list as the other branches. Is there a way to assign a company/contact to just one branch and not the other two branches?
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Hi Steve: Yes. You can assign a contact to a Branch on the Sales & Purchase tab of the Contact form like so. In the following example, I created 2 branches - Branch A and Branch B for the company. The contact is available at the company level and Branch B but not Branch A.
Thanks for that answer but mine company is greyed out? Is there a setting I need to change to activate this option?
Sorry I just realized that it was greyed out for an existing customer. When I created a new customer they option to select the company was working.
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