See AlsoAs a company can have many employees, an Account can have many Contacts associated with it. By linking a Contact to an Account, you can maintain important organizational relationships as well as the hierarchy of Contacts in a selected Account. In addition, a selected Account can be associated with other Accounts.
The Account hierarchy tab displays the Hierarchy of an Account and all Accounts related to the Account.
To view the hierarchy of an Account, you must associate multiple Contacts with an existing Account and define the reporting order. To view all related Accounts of the selected Account, you need to specify the Parent Account in the Parent Account Property of the Accounts.
Defining the hierarchy of Contacts in an Account involves the following steps:
Create an Account
a. From the Home Workspace, select Accounts from the Object Selector.
b. From the File menu, select New Account.
- OR -
Click 
.
The New Account window is displayed.
c. Enter an Account name. This is a mandatory field.
d. Enter additional Properties for the Account.
e. From the File menu, select Save.
- OR -
Click 
.
The Account is created.
Set Contacts for the Account.
b. Select the Contacts tab.
c. From the Account menu, select Add to, Contact.
The Add Contact dialog box is displayed.
d. From the Search in list, select the file from which you want to search for Contacts.
e. Specify one or more search conditions to search for Contacts. The condition you can specify include Name, Email, Phone, Contact ID, Company, City, State, or Country.
- OR -
Click Search to search for all Contacts.
The Contacts are listed in the Results area.
f. Select the Contact to be linked to this Account, and click Add.
The Contact is listed in the Contacts tab of the Account window.
Set the Parent Account for the selected Account.
b. From the Properties tab, select the Parent Account field.
c. Click 
to browse for Accounts.
The Set Account dialog box is displayed.
d. Enter the name of the Account or its identifier (ID). Alternatively, click Search to view all Accounts. The Accounts are listed in the Results area.
e. Select the Account to be set as the Parent, and click Set.
The name of the Account is displayed in the Parent Account field in the Properties tab of the Account window.
Define the hierarchy for an Account from the Contact window.
b. Click the Account tab. The Accounts to which the Contact belongs, are listed.
c. Select the Account for which you want to define the Hierarchy.
d. In the Reports to column, select the Contact to whom the selected Contact reports.
e. Click .