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Siebel Insurance Guide > Managing Companies > 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
Viewing the Aggregated Coverage Team for a CompanyUse the following procedure to view the aggregated coverage team for a company. To view the aggregated coverage team for a company
Viewing the Aggregated Opportunities for a CompanyUse the following procedure to view aggregated opportunities for a company. To view aggregated opportunities for a company
Viewing an Aggregated List of Contacts for a CompanyUse the following procedure to view an aggregated list of contacts for a company. |
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