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Viewing Company Hierarchies in Roll-Up Views (End User)

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

NOTE:  If the company has not been added to a hierarchy tied to the user's position's organization (either default hierarchy or dynamic hierarchy), the hierarchy tree is not visible to the end user. The following message appears: "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 company and its children. End users can apply filters to the list to find specific activity records and save the filtered list.

NOTE:  If a company is not associated with any other organizations through the relationship hierarchy, then the roll-up views will not contain any data. A company must have a parent organization, or have children organizations, in order to display roll-up data.

To view aggregated activities for a company

1. Navigate to the Companies screen, then the Companies List view.
2. Drill down on the desired company, and click the Activities-Roll-up view tab.

   The associated hierarchy appears on the right side of the screen. All activities associated with the company and all of its children 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 screen, then the Attachments view.
   • Drill down on a company name to navigate to the Companies screen, then the Contacts view.

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

Viewing the Aggregated Coverage Team for a Company

Use the following procedure to view the aggregated coverage team for a company.

To view the aggregated coverage team for a company

1. Navigate to the Companies screen, then the Companies List view.
2. Drill down on a company, and click the Coverage Team-Roll-up view tab.

   The associated hierarchy appears on the right side of the screen. All coverage team members associated with the company 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.

Viewing the Aggregated Opportunities for a Company

Use the following procedure to view aggregated opportunities for a company.

To view aggregated opportunities for a company

1. Navigate to the Companies screen, then the Companies List view.
2. Drill down on a company, and click the Opportunities-Roll-up view tab.

   The associated hierarchy appears on the right side of the screen. All opportunities associated with the company and all of its children 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 a company name to navigate to the Companies screen, then the Contacts view.

Viewing an Aggregated List of Contacts for a Company

Use the following procedure to view an aggregated list of contacts for a company.

To view an aggregated list of contacts for a company

1. Navigate to the Companies screen, then the Companies List view.
2. Drill down on a company, and click the Contact-Roll-up view tab.

   The associated hierarchy appears on the right side of the screen. All contacts associated with the company and all of its children 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 a company to navigate to the Companies screen, then the Contacts view.
   • Drill down on an email address to open a blank email message addressed to the contact who has that address.