View Relationship as Table

The View Relationship as Table feature allows users to instantly switch from the visual hierarchy of the Tree View to a structured table format for any relationship node. This empowers users to analyze related records—such as contacts, accounts, cases, or opportunities—in a familiar grid-style layout without leaving the Tree View interface.

With a single click on View as Table, users can view details like full name, email, company, business phone, and related contact in a sortable, searchable tabular view. This provides an ideal balance between visual relationship mapping and analytical list-based insights.

As shown in the screenshots:

• Clicking View as Table under the Contact(1:N) relationship opens a clean table showing all related contact records.

• Users can scroll, filter, and search directly within the table.

This feature significantly improves data exploration efficiency, especially when reviewing large sets of related records.

Key Benefits

• Switch between visual and analytical views instantly

• Explore detailed record lists without navigating away

• Search, sort, and scan related records in a grid format

• Ideal for sales, account management, and customer service teams

• Enhances productivity by reducing navigation steps

For further queries, reach out to us at [e-mail]