Toolbar Navigation- Account Relationship Map

The toolbar in the top right of the screen allows you to access features of the tool.

Fig. 70, Relationship Map Toolbar

Print icon:

When you click the Print icon, you will see a message that says 'Your file is being generated'.  The file will appear in your download folder or in your download toolbar as a PDF file.

 About icon:

Provides information on the software version.  Click close to close the window

Help icon:

 Accesses this knowledge base.

Save icon:

 Allows you to save changes to the sheet.

Exit icon:


Allows you to exit the sheet and return to the CRM.

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