Our core business is providing service to our members. Normally a member sign up membership for himself/herself and for his/her own property. But, a member can have a supplementary account. Let say for the spouse or child. A member also can have additional property/s.
So for condition where member want to have supplementary account or additional property, how Erpnext handle it?
@blackfriday If your member is Customer, the supplementary account can be a Contact. ERPNext already has multiple contacts per customer.
You can always create custom forms (DocTypes) or fields.
Contact? The supplementary account is also basically our customer as well.
I don’t understand why you relate this with Contact?
Because its supplementary! You can also create a new Customer and link it to the parent account by a custom field.
To Add Contact to your Customer and Invite as User,
- Go to Selling > Customer > Select the Customer
- In Section Address and Contact add a new “passive” contact or select one you wish to invite as user.
- In Contact you can click Invite as User button above the contact form to invite contact as user.
Invitation Email will be sent if Email Accounts are configured properly.