From the constituent record, to access a tree view of the constituent’s relationships, click Extended network under More information. The Extended Network page for the constituent appears. The Extended Network page displays detail information from the constituent record, such as contact information, lookup ID, and active constituencies. On the Relationship Tree tab, you can view a hierarchal view of the constituent’s relationships, including the relationships for each entry in the tree view. For information about this tab, see Relationship Tree.
The Extended Relationships tab allows you to view all relationships identified by WealthPoint for an individual constituent, constituent group, or households. For information about this tab, see Extended Relationships.