Viewing Account Hierarchies in Roll-up Views

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

Note: If the account has not been added to a hierarchy tied to the user's position's organization (either default hierarchy or custom hierarchy), the hierarchy tree is not visible to the end user. Instead they see the following message: 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 account and its children. End users can apply filters to the list to find specific activity records and save the filtered list.

This task is a step in Process of Managing Accounts.