How to Properly Create a Subsidiary in AutoTask

AutoTask uses the term "subsidiary" to mean  a sub-account of a customer account. This could be a different customer site, or a third-party that we service through another IT company, where the IT company is the account and their customer is the "subsdiary".

Moving Contacts from Main Account to Subsidiary

When creating subsidiaries, it's important to remember that if more than one AT contact has the same email address, our email ticketing system will not work properly because AT doesn't know which contact to attach to the ticket. For this reason, the following steps must be taken if you are creating a subsidiary and want an account to be part of the subsidiary: 

If the old contact doesn't have any tickets attached, simply delete it and add a new contact to the subsidiary.

If the old contact does have tickets attached, go to the edit box for the contact and:

1. Marked the old contact "inactive" (see illustration below).

2. Check the box not to allow it to receive email (see illustration below).

3. Remove the email address from the old contact.

After these steps are performed, the old tickets will still be attached to the old inactive contact, but new tickets will go to the new subsidiary contact.

Billing Settings

Go to Invoice Preferences under the subsidiary account. 

Check the box that says, "Invoice non-contract items to Parent Account:"

​

Check the radio button that says "Use Parent Account Billing Address"

Click "Save and Close".

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