When you open a record from search results, the selected record will be displayed automatically at the root level in the record hierarchy. If other records are displayed in the record hierarchy, you can make any of those records the root record.
To make a record the root record:
In the record hierarchy, right-click the record that you want to make the root record.
The shortcut menu appears, displaying the Make it a root record option.
Note: You must save a record before you can make it the root record.
Click Make it a root record.
The page refreshes, the record that you selected appears at the top of the record hierarchy, and its datasheet is displayed in the Record Manager workspace. The record hierarchy now shows other families and records as they relate to the new root record.
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