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Siebel eFinance Guide > Households > End-User Procedures >
Viewing a Household Relationship Hierarchy
End users use the Household Relationship Hierarchy view to identify and capture key relationships for a household. This view features a graphical tree that provides a visual representation of a household's relationships. Users can create custom-defined relationships between a household and any contact or organization. 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 and Companies screens. For more information, see Viewing a Contact Relationship Hierarchy and Viewing a Company Relationship Hierarchy.
To create a custom-defined relationship
- Navigate to the Households screen.
- From the Show drop-down list, select My Households.
- Click the Relationship Hierarchy view tab.
- In the Party Relationship list, add a record and complete the necessary fields.
Some fields are described in the following table.
.
Categorizes the relationship between the household and the other entity. Field has an LOV for custom-defined Relationship values. Pre-defined 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 Configuring Lists of Values.The newly defined relationship appears in the Relationship Hierarchy explorer.
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Siebel eFinance Guide Published: 20 October 2003 |