A natural hierarchy refers to one of the standard hierarchy contexts: Company, Household, LP Owner, and Internal HR. A rolled up value here will roll up the Hierarchy of the chosen hierarchy context all the way to the top. For example, the value for a contact could be rolled up through his or her department, company, and the parent company of the company.
A company is an entity that represents a real-world company. If Capital Markets functionality is enabled, a company is a corporate client that issues securities. A department is a sub-division of a company.
Enabling natural hierarchy rollup types
To enable a natural hierarchy rollup type:
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Navigate to the Rollup Maintenance page.
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In the Natural Hierarchy Rollup list, click the Add button
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In the Rollup Type field, select which field will be rolled up through the hierarchy.
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In the Hierarchy field, select which type of hierarchy context you want to apply this roll up to.
A rollup type may only be added once, no matter which hierarchy context it is added to.
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Click OK. The Add Natural Hierarchy Rollup dialog closes.
Disabling natural hierarchy rollup types
To disable a natural hierarchy rollup type:
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Navigate to the Rollup Maintenance page.
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Click the Action button
