View Contact Relationships on Mobile

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To view who at your company has a relationship with a contact,

  1. Tap on a contact from any contact list or from search results, you will be on the contact details screen.

  2. Navigate to the coverage cube using the swipe navigation or the … menu.

  3. You can see all the employees at your firm that has a relationship with the contact.

  4. Tap on the employee to view additional details such as role, and start date.

  5. If the list of employees is long, you can tap on the search bar or tap on the sort to find someone quicker.