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Siebel Applications Administration Guide > Global Accounts > Viewing Global Accounts (End User)Available as an option, Global Accounts allow users to see (but not change) opportunities, activities, contacts, and account team information for an account and its subsidiary accounts. Global Accounts consist of a parent account, the child accounts, the child accounts' children, and so on. These hierarchies are determined in one of the following ways:
Global Accounts are created and maintained by the administrator. If an account has no child account or the administrator has not defined a hierarchy for an account, then a message appears advising you that the selected record is not included as part of your defined hierarchy. For more information about how global-account hierarchies are created, see Creating a Custom Hierarchy. This task is a step in Process of Using and Administering Global Accounts. To view global accounts information
Accounts in the Global Accounts Hierarchy List ViewDifferent accounts appear in the Global Accounts Hierarchy List view because Siebel Business Applications use different SQL code to generate the Global Accounts Hierarchy List view, depending on whether you define a hierarchy. If you define a global account hierarchy, then the Global Accounts Hierarchy List view displays that hierarchy. If you define a hierarchy and use EIM to import records, then the accounts do not appear in the Global Accounts Hierarchy List view unless you update the global account hierarchy. To update the global account hierarchy, select the account hierarchy record, then click Update Hierarchy. If you do not define a global accounts hierarchy, then the Global Accounts Hierarchy List view uses the Parent fields of the accounts to display the account hierarchy. If you do not define a hierarchy and use EIM to import records, then the Global Accounts Hierarchy List view uses the Parent fields of the accounts to display the accounts. |
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