#59 Links Diagram

Dec 18, 2015

Did you know that there is a Diagram Perspective under the View Client with Links tab? If you click on Diagram, you will be able to see visually who is linked and how they are connected.


You can even show different degrees of separation. The diagram always starts with 1 degree, or those directly linked to your contact. If you change it to 2, you would then not only see who the primary contact is linked to but also who is linked to the links of the primary contact.


With the Diagram, you can navigate to other contact records to see their linked names, you can hover over a name to get primary contact information, or even click on the Report Button to put the diagram on paper.

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