Hierarchies and actions
Parent fields, hierarchy recommendations, merges, associations, safeguards, and action errors.
Articles
- How Kernel hierarchy fields map to CRM hierarchy
- How does Kernel handle holding companies?
- Why did a merge fail?
- Should CRM mirror the full legal hierarchy?
- Why would Kernel create a parent account?
- Why is a safeguarded record not visible in a queue?
- Why Kernel suggests merges and associations
- Why did Kernel suggest an association instead of a merge?
- Why did Kernel miss a duplicate?
- Why is there a parent value but no association action?