Person Legal Hierarchy
The Person Legal Hierarchy zone lists the following in a tree structure:
-
Information string of accounts where the person is the main customer
-
Information string of the parent persons
-
Information string of the child persons
Each node in the tree has a link. The following table indicates the information string that appears in various scenarios:
| If... | Then... |
|---|---|
| The person is the main customer of the account | The account information string appears. In addition, a context
menu appears corresponding to this field which helps in navigating
to other screens in the application. Note: It has a link. On clicking
the link, the Account screen appears where
you can view the details of the respective account.
|
| The person has a child | The child person information string appears. In addition,
a context menu appears corresponding to this field which helps in
navigating to other screens in the application. Note: It has a link.
On clicking the link, the Person screen appears
where you can view the details of the respective child person.
|
| The person has a parent person | The person information string appears. In addition, a context
menu appears corresponding to this field which helps in navigating
to other screens in the application. Note: It has a link. On clicking
the link, the Person screen appears where you
can view the details of the respective parent person.
|
Note:
The Get More... button in the bottom of the zone appears if the hierarchy list exceeds 25 records.
Related Topics
| For more information on... | See... |
|---|---|
| How to view the Customer 360° Information of a person | Viewing the 360° Information of a Person |
| Customer 360° Information - Person tab | Customer 360° Information - Person |