Siebel Life Sciences Guide > Administering and Managing Accounts in Life Sciences >

Viewing Account Hierarchies in Roll-up Views (End User)

End users can review the account and its parent organization, subsidiaries, contacts, opportunities, and relationships to other entities in the graphical relationship hierarchy tree control available in the roll-up views. By drilling down on hypertext links on the hierarchy tree, end users navigate to related views.

NOTE:  If the account has not been added to a hierarchy tied to the user's position's organization (either default hierarchy or custom hierarchy), the hierarchy tree is not visible to the end user. Instead they see "The selected record is not included as part of your defined hierarchy. If you feel this is in error, please contact your system administrator." The administrator is responsible for associating positions with organizations and an organization with a hierarchy.

The Activities-Roll-up view shows all of the activities associated with the selected account and its children. End users can apply filters to the list to find specific activity records and save the filtered list.

To view aggregated activities for an account

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on an account.
3. Click the Activities - Roll-up view tab.

   The associated account hierarchy appears on the right side of the screen. All activities associated with the account and all of its child accounts appear in the Activities-Roll-up list.

   In the Activities-Roll-up List, you can:

   • Drill down on an activity type to navigate to the Activities > Attachments view.
   • Drill down on an account name to navigate to the Account > Contacts view.

     NOTE:  If you create an activity in the Activities screen and do not set the Account field, the activity will not appear in the Activities-Roll-up list.

To view the aggregated coverage team for an account hierarchy

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on an account.
3. Click the Coverage Team-Roll-up view tab.

   The associated account hierarchy appears on the right side of the screen. All coverage team members associated with the account and all of its subsidiaries appear in the Coverage Team-Roll-up list.

   In the Coverage Team-Roll-up list, you can:

   • Drill down on a last name to navigate to the Employees screen.
   • Drill down on an email address to open a blank email message addressed to the team member who has that address.

To view the aggregated opportunities for an account hierarchy

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on an account.
3. Click the Opportunities-Roll-up view tab.

   The associated account hierarchy appears on the right side of the screen. All opportunities associated with the account and all of its child accounts appear in the Opportunities-Roll-up list.

   In the Opportunities-Roll-up list, you can:

   • Drill down on an opportunity name to navigate to the Opportunities screen.
   • Drill down on an account name to navigate to the Account > Contacts view.

To view an aggregated list of contacts an account

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on an account.
3. Click the Contact-Roll-up view tab.

   The associated account hierarchy appears on the right side of the screen. All contacts associated with the account and all of its child accounts appear in the Contacts-Roll-up list.

   In the Contacts-Roll-up list, you can:

   • Drill down on a last name to navigate to the Contacts screen.
   • Drill down on an account name to navigate to the Account > Contacts view.
   • Drill down on an email address to open a blank email message addressed to the contact who has that address.