vTiger features the ability to create relationships between accounts/organizations. Let’s say you deal with a company or organization that has a number of locations and/or subsidiaries. You can tie these together using the ‘Member Of’ field. So let’s say XYZ Corp Phoenix is the head office of a number of companies. You would create the Master record for XYZ Corp, and then when adding the subsidiaries, you would click the ‘Member Of’ lookup field; and search for XYZ Corp. Selecting XYZ Corp then places the new company in a ‘child relationship’ with the head office.
You are given the option to pull the address details from the ‘parent’ company or enter new details. This hierarchy can continue through multiple levels so that subsidiary or child records can include subsidiary records themselves.
Once a hierarchy is in place, you can quickly view the hierarchy from any of the records by clicking the ‘Show Account Hierarchy’ link in the actions box to the right of the page. This will display links to those companies higher and lower in the chain.