New Feature: Contact Relationships
With Contact Relationships, you can now create and view your org chart as a tree with multiple branches. This makes it easier to track downlines, manage team hierarchies, or create custom relationships between individuals. While recruitment is a common use case, this feature is designed to be flexible, allowing any contact to be related to any number of other contacts.
Check out the overview video below 👇!
Use Cases
Recruiters: You or your team can easily see who recruited whom
Managers/Supervisors: Set your org chart to be based on who is responsible for whom in your organization.
Custom Relationships: Have another scenario where your contacts need to be followed up with by an internal party?
How to View Contact Relationships
Navigate to Contacts > Relationships
Click the Relationship Type dropdown in the top left corner.
Pick a Field Name (e.g., Recruiter, Mentor, Account Manager).
If you don't see a field value here, you'll need to create a Related Contact field.Select the Build Graph (green button) in the center of the page
Allow the page to load and view your tree. It will look similar to this:
Tips for Maximum Benefit
You must have an understanding of Related Contacts to do this
If you have an org chart already, let us know and we can assist with an import to speed up the process.
Questions?
Reach out to us via email at [email protected] or click Talk to Support in your ConveYour account (see image 👇).
Need Additional Help?
Does it make sense to schedule a time for us to show you what our successful clients do in ConveYour?
If so, use this link to meet with Jason, our Director of Customer Success.