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Social Graph = wealth managment template

    Question

  • Hi All - i want to know how to get the 'Social Graph' for the wealth management template to show more than one level. Currently, when I open a client record, i can see all the connections to that client. But i cannot see the connections to those other clients (e.g. i can only see at one level). How do i set it up to be able to see multiple levels of connections?

    Many thanks in advance!

    Monday, November 19, 2012 11:42 AM