Does anyone have any suggestions on how to add entities, partnerships, and trusts into FSC
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Hi! Question related to Households... We are a bit surprised that activities (phones, meetings, emails) don't roll up from business accounts to Households. In our country its quite common to be client both as a private person and through a private investment company. For these people we have a Household to aggregate all activity from sub-accounts.. This to have an abstraction layer where you can see everything that is going on in these relationships.
Are anyone else familiar with this behaviour? Do anyone know a work around?