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Assign Record Parent

The Assign Record Parent feature allows end users who are creating new Leads or Contacts in the Tenfold UI to subsequently attribute those records to a parent record (example: Account) with a few clicks right inside Tenfold.

Assign Record Parent

When users create a new Contact, they may want to tether it to a particular Account. Assign Record Parent makes this possible.

After enabling Assign Record Parent in the Features area of the Tenfold Dashboard, the + Add Parent Account button appears just underneath the Contact's name in your Tenfold UI:

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When users click + Add Parent Account, they are redirected to a search and creation card within their Tenfold UI. From there, the user can search existing accounts or create a new account to assign as the Parent Record to their newly created Contact:

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Configuration

Tenfold Administrators can set up this feature by following these simple steps:

  1. Navigate to the Tenfold Dashboard.

  2. Select the Features Tab.

  3. Find and select 'Assign Record Parent' from the features menu on the left-hand side

  4. Toggle the pill button in the top right corner to enable or disable the feature.

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