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 [email protected]
Last updated
Was this helpful?