Hierarchy Changes

The Hierarchy Change info area logs all changes to the rep hierarchy.

You can also add hierarchy change records manually and then apply the changes manually or automatically.

Manual Changes

  1. Add a new hierarchy change record and select the new superior in the Superior ID field.
  2. Select Apply Hierarchy Changes or Apply all open Hierarchy Changes from the context menu to carry out the following for the selected record or all open hierarchy change records:
    • Recalculate the rep's hierarchy code
    • Recalculate the hierarchy code of all directly and indirectly subordinate reps
    • Update the changed hierarchy codes in all records containing the old code

The Error No. field in the hierarchy change record stores any errors that occur during the process, see General Error Codes.

Automatic Changes

Hierarchy codes are automatically updated by CRM.server, see CRM.server.