Viewing Contact Relationship Hierarchies (End User)

A contact’s relationships are those of influence. End users might have a contact who relies heavily on the opinions of others when making purchasing or other decisions. If so, they might 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 dynamic 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 Company Relationship Hierarchies (End User) and Using the Household Relationship Hierarchy.

To view a contact’s relationship hierarchy

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the contact for whom you want to view a relationship hierarchy.

3. Click the Relationship Hierarchy view tab.

   The Contacts Relationship Hierarchy view appears.