Circle of Influence (CoI)

The circle of influence displays relationships between records in a graphical overview.

The nodes represent e.g. company and person records, the lines the relationship records.

If a node has more than 5 sub-nodes, two buttons with < and > are displayed. If the user clicks on them, the previous or next records are displayed.

Users can expand or collapse further levels by clicking on a node. The levels are color-coded depending on how remotely they are related to the center node.

A list of all available relationships can be displayed at the bottom of the graph.

You can define which records are displayed by specifying a fixed filter for the action,

In CRM.pad, two action templates are available to configure the Circle of Influence:

  • CircleOfInfluenceView: With this action template you can only display relationships that are linked with the Relationship (PB) info area.
  • CircleOfInfluenceTreeView: Use this action template to display links between any info areas, e. g. company, persons and activities of properties, property participants and property keys.

The circle of influence consists of nodes (representing records) and edges (illustrating the relationships), MiniDetails, and a toolbar containing functions applicable to the current node.