Hierarchic Levels

You can edit multiple linked records of the same type in a hierarchic level.

Hierarchic levels are available by default for the Ticket and Installed Base (BTB and OTC only) info areas. Your administrator can define hierarchic views for other info areas, see Defining Hierarchic Levels in the Aurea.CRM win Administrator Guide.

To edit a record in a hierarchic level:

1. Select Hierarchy from the context menu to open the hierarchic level for a record. The current record and all linked records are displayed in tree form.
2. You can edit the hierarchy using the following options:
   • Edit records in the mask.
   • (New): Adds a new sub-record to the currently selected record.
   • (Edit): Opens the selected record in the mask for editing.
   • (Delete): Deletes the current record (and all its sub-records).
   • Use the mouse to move records within the hierarchy (you may need to hold down the mouse button for a while before you can move the record).