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Siebel eHealthcare Guide > Contacts > End-User Procedures >
Viewing a Contact Relationship Hierarchy
A contact's relationships are those of influence. End users may have a contact who relies heavily on the opinions of others when making purchasing or other decisions. If so, they may want to keep track of the relationships between a contact having purchasing authority and those who might influence his purchasing decisions.
End users use the Contacts Relationship Hierarchy view to identify and capture key relationships for a contact. This view features a graphical tree that provides a visual representation of a contact's relationships. The tree displays both the natural hierarchy of a contact's parent-child relationships to entities such as companies and households, as well as custom-defined relationships.
Custom-defined relationships are ad-hoc associations between the contact and any other contact, organization, or household. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.
NOTE: The Relationship Hierarchy view is also available on the Companies and Households screens. For more information, see Viewing a Company Relationship Hierarchy and Viewing a Household Relationship Hierarchy.
To view a contact's relationship hierarchy
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts.
- In the Contacts list, select the contact for whom you want to view a relationship hierarchy.
- Click the Relationship Hierarchy view tab.
The Contacts Relationship Hierarchy view appears.
To define a relationship between contacts
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts.
- In the Contacts list, select the contact for whom you want to describe relationships; if the contact does not exist, add it.
For more information on adding contacts, see Adding Contacts.
- Click the Relationship Hierarchy view tab.
- In the Party Relationship list, add a record and complete the necessary fields.
Some fields are described in the following table.
The newly defined relationship is expressed in the Relationship Hierarchy explorer.
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Siebel eHealthcare Guide Published: 04 June 2003 |