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 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.