Relationship Tree

On the Relationship Tree tab, the Relationship tree grid displays a hierarchal view of the constituent’s relationships entered on the Relationships tab.

You can also view the relationships of each related constituent in the tree. To view the relationships of a related constituent, select its plus sign. For example, Arthur Blank’s wife Wendy appears on the Relationships tab of Arthur’s constituent record. Wendy works for Davis & Johnson Pharmaceuticals, and this relationship appears on the Relationships tab of Wendy’s constituent record. When you select the plus sign next to Wendy’s name, her relationships appear, including Davis & Johnson Pharmaceuticals. To make sure the tree displays the latest information, select Refresh List.

To access the constituent record of a related constituent, select it in the tree and select Go to constituent.

To view a graphic representation of the constituent’s relationships, under More information, select Relationship maps. For information about relationship maps, see Relationship Maps.