Viewing a contact’s relationships is simple—click the Contacts tab, select the contact, and then either choose the Relationships tab or click View All on the Relationships card to see a list of connections with details such as job title and contact information. The relationships that appear, and the relationship types available to users, depend on your firm’s configuration and your access to relationship data.
To View a Contact's Relationships
- Click on the Contacts tab.
- Select the Contact for whom you want to view relationships.
- Do one of the following:
- Select Relationships from the list of tabs at the top of the Contact screen
- Click VIEW ALL in the Relationships Card.
The Contact's relationships are presented in a list, along with attributes such as job title, contact information, and a description of the relationship.
Features
- Overview Screen: The overview displays relationships corresponding to the selected type in the menu. Names and titles are listed, along with the number of relationships of that type. Switching relationship types updates the grid to show only the relevant connections.
- Filtering: To limit the displayed contacts to those with specific field values, click the filter icon and enter the criteria.
When the ALL tab is selected, the grid displays only the contacts at your firm who know the contact described on the screen. In addition to standard information such as job title and phone number, it also shows fields like Relationship Description.
- Relationship Description: Explains the nature of the connection (e.g., whether they are known by other employees at your firm or are coworkers).
Relationship Types and Privacy
The relationships that appear in this view depend on how your firm has configured Relationship Types. Administrators manage Relationship Types in Firm Settings, including which contact combinations each type supports and whether the type is active.
Only active Relationship Types that are valid for the selected relationship appear to users.
Some relationships may be private. When a relationship is private, the relationship owner’s identity may be hidden from other users. In supported workflows, users can send an anonymous inquiry to request more information about that relationship.
For more information, see:
Company Contact Relationship Features
- Enhanced Grid Display: The grid dynamically updates when you switch between relationship types. It shows not only standard information such as job title and phone number, but also additional metrics like the Relationship Description. This enhanced view ensures that you can quickly see which contacts are most highly engaged.
- Interactive Side Panel: When you click on a specific contact or relationship, a side panel slides in with detailed information. This panel provides a deeper dive into the relationship, including context about how the contact is connected to other employees in your firm. The side panel also allows direct actions, such as editing or deleting the relationship.
- Filtering Options: Use the filter icon to limit the displayed contacts. Enter specific criteria based on any field (for example, department or number of relationships) to quickly locate relevant information.
- Real-Time Refresh: The grid and side panel can automatically refresh, or you can manually update to ensure that you are seeing the most recent relationship data.
Who Knows Whom
Some company contacts also include a Who Knows Whom tab offering further insights into your firm's network.
How to use the Who Knows Whom Features:
- Click the WHO KNOWS WHOM tab when viewing a company contact's relationships.
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You'll have the option to switch between Contacts and Coworkers.
Contacts View Coworkers View Displays all contacts associated with the company Restricts the list to only your firm's coworkers who know the company contact Shows comprehensive details such as names and job titles Provides a streamlined view that highlights actionable internal relationships Works with Proxy settings to reveal the complete external network Clearly indicates when no internal relationship exists by omitting redundant lines or columns
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Interpret the Data:
- Contacts are displayed in alphabetical order by last name which can be sorted.
- Use search options or additional filters within the Who Knows Whom tab to locate a specific person or coworker efficiently.
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Refresh or update the view to ensure you have access to the latest data.
The screen shot below shows a Firm Contact. You can add the Firm Contact to My Contacts if this feature is enabled for your firm.
You can also complete bulk action from the Contact Relationships tab using the Actions dropdown menu.
Other Relationship Types
Board Membership: Displays the name, phone number, website, and a description of the relationship to the board. For company contacts, an additional BOARD MEMBERS tab shows name, job title, company, direct phone line, and email address.
Receives/Provides Services: Displays fields such as Job Title and Company along with a Relationship Description stating the type of service relationship
Former Employees: For company contacts, a FORMER EMPLOYEES tab lists those who previously worked at the company.
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Members:
- For person contacts, the MEMBER tab lists the company, primary phone number, website, and a relationship description.
- For company contacts, the MEMBERS tab displays each contact’s name, job title, company, and a relationship description.
- The CONTACTS I KNOW tab lists contacts and provides additional fields that are not included on the user's Contacts screen.
Editing and Deleting Relationships
To Edit a Contact's relationships:
- Click on the Contacts tab.
- Click on the Contact for whom you want to edit relationships.
- Hover over the row for the relationship you want to update.
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Click on the Edit icon
. The Edit Relationship window will open.
You cannot modify Knows, Known by, Coworker, Employee and Professional relationship types here. A notification popup will indicate if you do not have permission to edit the relationship.
- When you're finished editing, click Save.
To Delete a Contact's relationships:
- Click on the Contacts tab.
- Click on the Contact for whom you want to delete relationships.
- Hover over the row for the relationship you want to delete.
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Click on the Delete icon
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You cannot modify Knows, Known by, Coworker, Employee and Professional relationship types here. A notification popup will indicate if you do not have permission to edit the relationship.
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You are given the option to change a contact relationship type to Former instead of deleting the contact.
Click Change to Former to change the relationship type to Former.
OR
Click Delete to delete the relationship between the contacts.
- If the relationship type is Former, a confirmation message will appear. Click Delete to delete the relationship between the contacts.
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