To view a graphic representation of the constituent’s relationships, you can create a relationship map on the constituent's Relationship Map page. To access this page from a constituent's record, click Relationship maps under More information.
To create a relationship map, click Add. An interactive spoke and wheel map appears that connects the constituent to each of related constituent.
To adjust the appearance or scope of the map, use these options.
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Screen Item |
Description |
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Label opacity |
To adjust the darkness of the label text, move the slider to the left or right. |
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Zoom |
To zoom in and out from the map, move the slider to the left or right. |
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Pin/Unpin |
To pin a constituent, which keeps the label visible regardless of the Label opacity setting, hover your cursor over the constituent and click Pin. To allow the label display to change based on the Label opacity, click Unpin. |
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Expand/Collapse |
To expand the map to include additional relationships, place your cursor over a constituent and click Expand. The map now includes that constituent’s relations. |
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Go to constituent |
To open the record of a related constituent, hover your cursor over the constituent and click Go to constituent. |
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Filters |
Select the criteria for relations to include in the map, such as relationship type or constituent type. |
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Save As |
To save the map for later use, click this button. Saved maps appear on the Relationship Maps page. |
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To print the map, click this button. |