Working version 25.11 25.08 25.05 25.02 24.11 23.11 Cloud Enterprise
Working version 25.11 25.08 25.05 25.02 24.11 23.11 Cloud Enterprise

Configuring rollup hierarchies

The Rollup Maintenance page allows you to enable different rollup types, which are used to accumulate different fields up through a company, household, or other hierarchy context.

The Rollup Maintenance page is divided into two areas:

  • The Natural Hierarchy Rollup section on the left, which displays a list of enabled hierarchy rollups for default hierarchy contexts such as households and companies.

  • The Custom Field Rollup section on the right, which displays a list of enabled hierarchy rollups for relationship custom fields.