Viewing/Editing the Circle of Influence

The circle of influence displays relationships in a graphical overview.

The current record is displayed with an orange circle.

The following options are available:

• Tap on a record in the chart to display the following area at the bottom of the chart:
  
  
  

  The name of the selected record is displayed, and the following options are available:

  • Tap on to display additional nodes or tap on to display fewer nodes.
  • The two numbers between the two buttons (e.g. ) indicate the number of relationships (nodes) displayed in the chart and the total number of relationships stored for the selected company/person.
• Drag the account name to the desired direction or tap on to display (or close) a list of the relationships:
  
  
  

  You can:

  • Swipe the header to enlarge the list's area.
  • Swipe the items of the list to scroll through the available records.
  • Tap on to edit the relationship.
• If you tap on a related record for which relationships have also been defined, these relationships are also displayed (the framed area in the following screenshot):
  
  
  
• Double-tap on a related record to display its details view.
  Note: Your administrator can define that instead of displaying the details view this record and its relationships (if they exist) are also displayed in the circle of influence.