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Relation visualization

Basics

The CURSOR relation visualization visualizes the relationships between people and companies in the CRM system in a mesh-like graph structure. The visualization can be adjusted to the contact intensity between two people to determine those, who are most frequently in contact.

Configuration

You need administration rights to adjust the CURSOR relation visualization.

Application settings

The visualization needs only a few parameters to work. These parameters are entered in the CRM system. Open the Admin Console via the item Administration in the menu bar. Select the Global Variables menu item on the left. Create the following variables if they were not yet created for similar components:

Variable name

Field type

Data type

Value

RelationGraph_MinRelationActivities


Number

At least “0”

RelationGraph_MaxRelationActivities


Number

At least MinRelationActivities. Example value: 100

It may be necessary to maintain the following global variables in order to store the path to the server. This is the case if an error message is displayed instead of the relation graph and this refers to a URL that does not match the server URL.

Variable name

Field type

Data type

Value

C0CursorDefaultServerProtocol (up to 19.2 cursor.default.server.protocol)


Text

Protocol for application server (generally "https")

C0CursorDefaultServerBaseURL (up to 19.2 cursor.default.server.baseURL)


Text

Basic URL of the application server (e.g. crm.mycompany.com)

C0CursorDefaultServerPort (up to 19.2 cursor.default.server.port)


Text

Port of the application server (e.g. 18443)

The component needs searches to be able to determine relations. These searches can be modified according to your own criteria. For example, the visualization could be limited to the visualize phone calls only.

Search name

Searches for...

IB_RelationGraph_ContactPerson

...contact person for the company or business partner role for the focused node

IB_RelationGraph_ContactPerson_related_to_Employee

...contact person with contact to the employee for the currently focused node

IB_RelationGraph_ContactPersons_of_Employee_ActivityCount

...contact person with contact to the employee for the currently focused node and the number of activities between the two

IB_RelationGraph_Customer_of_ContactPerson

...company or business partner role for the contact person for the focused node

IB_RelationGraph_Employee_related_to_ContactPerson

...independent employee with contact to the contact person for the currently focused node

IB_RelationGraph_Employee_related_to_ContactPerson_ActivityCount

...employee with contact to the contact person for the currently focused node and the number of activities between the two

IB_RelationGraph_RootContactPerson

...first root node for start from contact person

IB_RelationGraph_RootCustomer

...first root node for start from business partner

IB_RelationGraph_RootEmployee

...first root node for start from employee

IB_Organigram_Employees

...company employees

IB_Organigram_Chefs_by_ContactPerson

...boss from the company, assuming a company employee (contact person)

IB_Organigram_Chefs

...boss from the company, assuming the company

IB_Organigram_Enterprise

...company from a contact person

IB_CompanyStructure_Subsidiaries

...subordinate company from a corporation

IB_CompanyStructure_MasterOfCompanyKey

...corporation from a company short name

IB_CompanyStructure_MasterOfCompany

...corporation from a company according to Pk

IB_CompanyStructure_CompanyOfPk

...company for a Pk

Application

The relationship visualization displays the currently observed node, the original node (if you navigated away from it) and the data linked to the focused node, depending on your current viewpoint or entry point (business partner, contact person, employee). All other navigation in the graph system is done via the context menu of the individual nodes.

The various entities are differentiated in 3 colors:

Color

Entity

Business partner

Contact person

Employee

Figure: Relationship visualization in the business partner


Two simple operating elements allow you to work with the visualization:

  • The context menu of the nodes

  • The filter area

The context menu appears automatically when the mouse is moved over a node. The context menu is fixed by clicking a node.

Figure: Context menu of a node in the graph of the relation visualization


The following functions are available:

  • Open dataset of the node

The dataset of the node opens in a new level. The visualization graph remains as you left it. You can continue navigating the graph in the same spot, once the dataset level is closed.

  • Observe/focus node

The selected node becomes the center of the graph and any applicable relationship nodes are displayed.

  • Show short info

A business card with brief information such as the business partner address is displayed for the node. If an email address is saved, the standard email application can be started from within the graph.

Figure: Filter range to limit excessively large data quantities in the relationship graph


The filter range consists of a text input field and a double-sided slider. Use the text input field (Filter) to filter for name components. Only those nodes containing this specific letter string in the name will be displayed. You can also use a prefix to filter for other information. Available are:

  • ZIP Code

  • City

  • Street

  • Phone

Example: The input text “ZIP 353” only shows the nodes that are in the 353 zip code range.

Use the slider (scaling) to control the display of the edges (the connection lines between mother and daughter nodes) and the number of relevant nodes. The left slider allows the removal of successive nodes from the graph that show low contact intensity with the mother node. At the base of this action is a minimum number of actions based on contact intensity that can be increased with the slider. The right slider changes the relative line thickness of the nodes. This will allow a fine tuning to emphasize the nodes with the highest contact intensity. When used together, the sliders allow a scaling and focusing on the data in the search.

The visualization of the links between business and contact partners (both node types are blue) cannot be changed, as no criterion regarding the relationship intensity between the company and its employees/contact persons was specified.

Figure: Visualization of filtered relationship data

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