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Viewing Company Relationship Hierarchies

End users use the Company Relationship Hierarchy to identify and capture key relationships for a company. This view features a graphical tree that provides a visual representation of a company's relationships. The tree shows the natural hierarchy of a company's parent-child relationships to entities such as companies, subsidiaries, divisions, contacts, and coverage relationships with employees as well as custom-defined relationships.

Custom-defined relationships are ad-hoc associations between the company and any contact, organization, household, or employee. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.

NOTE:  The Relationship Hierarchy view is also available on the Contacts, Employee (read only) and Households screens. For more information, see Viewing Contact Relationship Hierarchies and Using the Household Relationship Hierarchy.

To establish a natural parent-subsidiary relationship between two companies

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the company to be established as the subsidiary.
3. Click the More Info view tab.
4. In the Parent field, click the select button.
5. In the Pick Company dialog box, select the parent company and click OK.
6. Repeat Step 2 through Step 5 to set up companies, subsidiaries, branches, and departments as needed for your deployment.
7. Click the Relationship Hierarchy view tab.

   The new parent-subsidiary relationship is shown in the Relationship Hierarchy explorer in the lower-left corner of the screen.

   NOTE:  An alternative approach would be to select the parent companies and select the Sub-Accounts view to add children.

To create a custom-defined relationship

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the company for which you want to create a custom-defined relationship.
3. Click the Relationship Hierarchy view tab.
4. In the Party Relationship list, add a record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Relationship	Categorizes the relationship between the company and another entity. Field has an LOV for custom-defined Relationship values. Predefined values include Reports To, Spouse, Child, Lawyer, Board Member, Primary Contact (Backup), Admin Assistant, Competitor, Referral, Service Provider, Investor, Wealth Management Rep, Related Subsidiary, Bank Attorney, Trustee Attorney, and Debtor Attorney. This LOV can be modified by the Siebel administrator. For more information, see Managing the Custom-Defined Relationship Types LOV.
   Start Date End Date	If the custom-defined relationship falls between the Start and End Dates, it appears in the tree. If it falls outside the range, it does not appear to the user. The user can enter a start or end date, or both.
   Type	Use this field to determine the type of entity with which you wish to establish a relationship. Defaults to Contact. Other values include Household, Organization, and Employee.
   Value	The value in this field is based on the Type field. For example, if Type equals Contact, then clicking the select button in Value field displays the Select Contact dialog box.

   The newly defined relationship appears in the Relationship Hierarchy explorer.