Defining Relationships

Defining Contact Relationships

You can define subordinate-to-manager relationships and who-influences-whom relationships between contacts. The connections lines are dynamic and move with the contact boxes as you position the contact boxes on the map.

To define a subordinate-to-manager relationship:

  • Click and hold the left mouse button on the gray dot above the subordinate's box, drag it over the manager's box, and release the mouse button. A black line connects the two boxes as in the following example:

Fig. 73, Relationship line

To define an influence relationship:

  • Click and hold the left mouse button on the red dot above the influencer's box, drag it over the applicable box, and release the mouse button. A red arrow points to the box of the person who is influenced as in the following example:

Fig. 73a, Influence line

Removing a Relationship Line

You can remove a relationship (connection) line between two contact boxes. Removing the relationship line does not remove the contact from the map.

To remove a relationship between contact boxes:

  • Click the Select tool. The arrow should be highlighted.

  • Click and hold the applicable gray or red dot above the contact box that initiated the relationship (for example, if it is a subordinate-to-manager relationship, click the gray dot above the subordinate's box), drag the dot a short distance in any direction (without touching another contact box), and release the mouse button. The relationship line disappears.

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