Hierarchy tab

Hierarchy tab

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The Hierarchy tab displays the relationships between one Household or Contact and others. Each name listed acts as a hyperlink to that record.

The Hierarchy tab has two sections: Company and Household.

The Company subtab displays all the relationships created by relationship custom fields. Click the dropdown arrow next to each entry to see who the relationship is with.

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The Household subtab displays all the relationships created by relationship custom fields and members of the household. Click the dropdown arrow next to each entry to see who the relationship is with.

For example, in the screenshots below you can see that Eliza and Henry are both members of the household, and you can expand the Partner relationship to see that is with the Ape, Alice household.

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