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This view will display the contact’s direct relationships and their related contact’s relationships. The contact with the star behind them is the contact in view with their relationships.

Use the Level scroll to view up to 10 levels of relationships. The Zoom slider on the left zooms the view in or out.

Holding the mouse button down and moving the mouse or scrolling the mouse scroll button moves the relationship tree position.

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View Contact at Level 1

When you are on a contact record and you access Tree view you are viewing the contacts direct relationships

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View Contact at Level 2

When you view the contact’s relationships moving up levels, if there is a contact with a direct relationship they will be displayed. Other contacts that have more relationships will be shown with some people icons around them.

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View a Related Contact’s Relationships

When you click on a related contact the star indicates the person who is in focus for the relationships view

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