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    Relationship Viewer
    • 02 Jul 2025
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    Relationship Viewer

    • Updated on 02 Jul 2025
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    Article summary

    Purpose: Relationship Viewer is available when a relationship has been created.

    1. From the Client Contact, click on the Related tab

    2. Select Relationships Viewer using the ▼symbol to access the dropdown menu in the upper right corner of the screen

    3. The next screen will give a visual of all Relationships connected to the case

    Chart, bubble chart  AI-generated content may be incorrect.

    For questions, content edits, or other inquiries on this document, contact the EI Data Team.

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