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InterAction+™ Hybrid Answer Center

Viewing Contact Relationships

  • Updated

Adding Contact relationships is important in InterAction+™ CIM. Information about relationships is grouped into several tabs: My Coworkers Who Know This Contact, Board Membership, Coworkers, and an All category to list every contact. The different tabs give slightly different information. For example, Board Membership includes a website; Coworkers includes fields for Department and Office; and the My Coworkers Who Know This Contact section may include an Engagement Score.

The following updates are required to use this feature in full: API 1.3.2506.1704 and the Database July M07. Please visit the Support Site for installation instructions.

To View a Contact's Relationships

  1. Click on the Contacts tab.
  2. Select the Contact for whom you want to view relationships.
  3. Do one of the following:
    • Select Relationships from the list of tabs at the top of the Contact screen
    • Click VIEW ALL in the Relationships Card.

The Contact's relationships are presented in a list, along with attributes such as job title, contact information, and a description of the relationship.

Features

  • Overview Screen: The overview displays relationships corresponding to the selected type in the menu. Names and titles are listed, along with the number of relationships of that type. Switching relationship types updates the grid to show only the relevant connections.
  • Filtering: To limit the displayed contacts to those with specific field values, click the filter icon and enter the criteria.

When the ALL tab is selected, the grid displays only the contacts at your firm who know the contact described on the screen. In addition to standard information such as job title and phone number, it also shows fields like Engagement Score and Relationship Description.

  • Relationship Description: Explains the nature of the connection (e.g., whether they are known by other employees at your firm or are coworkers).
  • Engagement Score: Indicates how well the contact is known, based on data such as activities, employment, and other relationship metrics.

IQ must be purchased separately to see relationship score data

Company Contact Relationship Features

  • Enhanced Grid Display: The grid dynamically updates when you switch between relationship types. It shows not only standard information such as job title and phone number, but also additional metrics like the Engagement Score and Relationship Description. This enhanced view ensures that you can quickly see which contacts are most highly engaged.
  • Interactive Side Panel: When you click on a specific contact or relationship, a side panel slides in with detailed information. This panel provides a deeper dive into the relationship, including context about how the contact is connected to other employees in your firm. The side panel also allows direct actions, such as editing or deleting the relationship.
  • Filtering Options: Use the filter icon to limit the displayed contacts. Enter specific criteria based on any field (for example, department or engagement range) to quickly locate relevant information.
  • Real-Time Refresh: The grid and side panel can automatically refresh, or you can manually update to ensure that you are seeing the most recent relationship data.

Who Knows Whom

Some company contacts also include a Who Knows Whom tab offering further insights into your firm's network.

How to use the Who Knows Whom Features:

  1. Click the WHO KNOWS WHOM tab when viewing a company contact's relationships.

    • You'll have the option to switch between Contacts and Coworkers.

      Contacts View Coworkers View
      Displays all contacts associated with the company Restricts the list to only your firm's coworkers who know the company contact
      Shows comprehensive details such as names, job titles and engagement scores (if applicable) Provides a streamlined view that highlights actionable internal relationships
      Works with Proxy settings to reveal the complete external network Clearly indicates when no internal relationship exists by omitting redundant lines or columns
  2. Interpret the Data:
    • Contacts are displayed showing engagement levels which can be sorted from highest to lowest.
    • For some users, you’ll see details like the Engagement Score and the strength of connections, helping you pinpoint your key relationships quickly. Engagement scores are as follows:
      • 5: Very High
      • 4: High
      • 3: Average
      • 2: Low
      • 1: Very Low
    • Use search options or additional filters within the Who Knows Whom tab to locate a specific person or coworker efficiently.

    • Refresh or update the view to ensure you have access to the latest engagement data.

      The screen shot below shows a Firm Contact. You can add the Firm Contact to My Contacts if this feature is enabled for your firm.

      Company Relationship Grid 1.jpg

      You can also complete bulk action from the Contact Relationships tab using the Actions dropdown menu.

Other Relationship Types

  • Board Membership: Displays the name, phone number, website, and a description of the relationship to the board. For company contacts, an additional BOARD MEMBERS tab shows name, job title, company, direct phone line, and email address.

  • Receives/Provides Services: Displays fields such as Job Title and Company along with a Relationship Description stating the type of service relationship

  • Former Employees: For company contacts, a FORMER EMPLOYEES tab lists those who previously worked at the company.

  • Members:
    • For person contacts, the MEMBER tab lists the company, primary phone number, website, and a relationship description.
    • For company contacts, the MEMBERS tab displays each contact’s name, job title, company, IQ engagement score, and a relationship description.
  • The CONTACTS I KNOW tab lists contacts and provides additional fields that are not included on the user's Contacts screen.

Editing and Deleting Relationships

To Edit a Contact's relationships:

  1. Click on the Contacts tab.
  2. Click on the Contact for whom you want to edit relationships.
  3. Hover over the row for the relationship you want to update.

  4. Click on the Edit icon pencil_20x20.png. The Edit Relationship window will open.

    You cannot modify Knows, Known by, Coworker, Employee and Professional relationship types here. A notification popup will indicate if you do not have permission to edit the relationship.

  5. When you're finished editing, click Save.

To Delete a Contact's relationships:

  1. Click on the Contacts tab.
  2. Click on the Contact for whom you want to delete relationships.
  3. Hover over the row for the relationship you want to delete.

  4. Click on the Delete icon trash_20x20.png.

    You cannot modify Knows, Known by, Coworker, Employee and Professional relationship types here. A notification popup will indicate if you do not have permission to edit the relationship.

    • You are given the option to change a contact relationship type to Former instead of deleting the contact.

      Click Change to Former to change the relationship type to Former.

      OR

      Click Delete to delete the relationship between the contacts.

    • If the relationship type is Former, a confirmation message will appear. Click Delete to delete the relationship between the contacts.