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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