Viewing Company Relationship Hierarchies (End User)

End users use the Relationship Hierarchy view to identify and capture key relationships for a company. This view features a graphical tree that provides a visual representation of a company’s relationships. The tree shows the natural hierarchy of a company’s parent-child relationships to entities such as companies, subsidiaries, divisions, contacts, and coverage relationships with employees, as well as custom-defined relationships.

Custom-defined relationships are dynamic associations between the company and any contact, organization, household, or employee. 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, Employee (read only) and Households screens. For more information, see Viewing Contact Relationship Hierarchies (End User) and Using the Household Relationship Hierarchy.

To establish a natural parent-subsidiary relationship between two companies

1. Navigate to the Companies screen, then the Companies List view.

2. In the Companies list, drill down on the company to be established as the subsidiary.

3. Click the More Info view tab.

4. In the Parent field, select the parent company.

5. Repeat Step 2 through Step 4 to set up companies, subsidiaries, branches, and departments as needed for your deployment.

6. Click the Relationship Hierarchy view tab.

   The new parent-subsidiary relationship is shown in the Relationship Hierarchy explorer in the lower part of the screen.