In this article
- TABLE OF CONTENTS
Overview - Record Relationships
Record Relationships provide a means of linking multiple records together, making it easy to see which records are related and why.
In Ezekia, you can relate any people, companies, opportunities or assignments to any other records of these types, including to records of the same type.
Each record can be related to as many, or as few, other records as necessary.
Relationship Types
Each link has a ‘type’ to specify what the relationship is. Ezekia provides a list of default types, but your firm's administrators can define what these types should be in their Settings, Relationships page.
Relationship types usually have the same value for both sides of the relationship, but they can also be converse relationships (where the two sides are different. For example: Works For / Employee).
Adding and Updating Relationships
To set a relationship, navigate to one of the records you want to add a relationship to and click the ‘Relationship’ tab (1). The relationship panels all work in the same way, whatever records you’re linking.
Click the ‘Add Relationships’ button, or if there are relationships already, ‘Edit Relationships’ (2).
On the record type you want to relate to, enter the record name (1) and click the entry you want, then set the relationship type using the dropdown on the right (2). You can also add a note with the note icon. Both records will now show the relationship.
You can add a new record, with a relationship to the current record, by clicking the 'plus' icon on the right. The bin icon will remove the relationship.
Network Visualisation
You can visualise the network using a 'mind map' diagram. To use this feature, click on the Network tab of a record with relationships.
The record you clicked will be displayed in the centre of the screen, surrounded by all the records related to it. Any records related to each other will also be indicated. You can click on any of the records to extend the display to also show the relationships for that record (records with further relationships on them are shown with a bold border). Holding the shift key and clicking the record, will display the record itself.
You can hide some of the record types with controls shown at (1). You can alter the labels displayed using icon (2)
There are controls to change the magnification, and to move around the display. Icon (3) make the display full screen.
Hierarchical Org Chart
You can now switch between cloud, vertical and horizontal views of relationships.
To achieve the above example, the display was switched to Vertical, all records types except 'People' were removed from the display, and all the record labels except the one relevant to the org chart were also removed as shown below.
Things to be aware of:
- This feature is only as good as the data you input. If you've not defined who reports to whom, then it won't show a proper hierarchy.
- You will need to make the connections manually.
- Parent/child direction in the relationships setup is important when creating relationship labels. The parent should be on the left, and the child on the right (Manager & Subordinate, for example). If this is the other way around, the chart will not be displayed correctly.