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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.