Skip to main content

All Relationships Grid

Find, filter, and export relationship data in one place.

Updated over a week ago

Overview

The All Relationships Grid (Beta) provides a centralized, filterable view of relationship data across your organization.

Instead of exporting data from individual Contact, Company, or Coworker profiles, the All Relationships Grid allows you to:

  • View all coworker relationships in a single grid

  • Analyze engagement metrics (emails and meetings)

  • Filter and segment relationship data

  • Export relationship records in bulk

This makes it possible to analyze engagement at either the individual contact level or at the broader company level.

The Relationship Grid (Beta) is available for customers on Team, Professional, and Enterprise subscription plans.

To have this feature enabled for your account, please contact support@sigparser.com.

Our team will confirm eligibility and activate the feature for you.


What Is a Relationship Record?

Select Relationships from the top menu to access the Relationships Grid.

Note: to view the All Relationships page, users must have the Can View All Relationships permission enabled for their Role. See Add Users & Manage Permissions.

Each row in the Grid represents:

One Coworker ↔ One Contact

  • If three coworkers have interacted with the same contact, the Grid will display three separate rows — one for each coworker.

  • The engagement metrics in that row reflect the activity between that specific coworker and that specific contact.


Coworker Fields

  • Coworker Fields are indicated with blue icons. A Blue icon means the associated fields display data between a specific Coworker and that Contact.

    • e.g. Toby has sent 1 email to Melony


Common Use Cases

The Relationship Grid makes it easy to answer common “who knows who” questions and gives you greater control over filtering and segmentation.

You can use the Grid to:

  • See who in your organization knows a specific person

  • See who your firm knows at a particular company

  • Export all relationships for a specific coworker or coworker segments

  • Identify the strongest introduction path

  • Analyze overall engagement with an account

  • Create segmented lists based on engagement, job level, or activity

With advanced filtering and CSV exports, you can build better, more comprehensive relationship and contact reports — all from one place.


Beta Notes

The Relationship Grid is currently in Beta. As we continue to enhance the feature, you may see:

  • Additional engagement metrics

  • Expanded filtering capabilities

  • UI refinements

We welcome feedback. Please contact support@sigparser.com with questions or suggestions.


More Info


If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.

Did this answer your question?