Showing ideas with label Account set up.
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When adding the child account, we need to have the abillity to easily add the parent information to "sold to" for tax purposes. This is a step heavy process now as we have to add a contact to the child account and then it shows up in the "sold to" drop down of the child account. Also, it is monotonous since the parent account is obvoisuly already a contact in Zuora and we get a notice stating such. So, why not just make it an option in the "sold to" drop down? They are already in a parent/child relationship so it seems to make sense.
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Account set up