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Uday Menkurkar Sharing notes and contacts of child Account with the Parent
For some reason I remember being successfully able to test the following at one point, but it is not working now. Any help would appreciated. We have various companies setup with subsidiary account connected to parent using "Parent Account" relationship. For example, "TeamCo" has two subsidiaries "TeamCo-A" and "TeamCo-B". We want to be able to see/rolled up any Contacts and Notes/Attachments added for "TeamCo-A" and "TeamCo-B" to be viewable when "TeamCo" is loaded. And, I swear I've seen it working without any need for code (i.e. native support). For some reason it is not working. Can anyone confirm is there is native support which rolls up contacts and notes to the parent? If not, I must be hallucinating, in which case, any recommendation on how we can see subsidiary contacts/notes at the parent level? Thanks