Quick How To's

How to View Contact Relationships

This walkthrough answers the questions: How do I see my org chart? Where do I set up recruiters or managers? How do I view my contact relationships?

How to View Contact Relationships

Step-by-Step Walkthrough

  1. Select "Contacts"

  2. Select "Relationships"

  3. Click on "Relationship Type" at the top left of the screen

  4. Choose the Related Contact field you want to view

  5. Set any group filters if needed

  6. Click the "Build Graph" button in the center of the screen

  7. Wait for the system to build the graph

  8. View the tree or org chart of related contacts

More in Quick How To's

How to Add a Single Contact

Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

Quick How To's

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

Quick How To's

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

Quick How To's

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"