The tree tab in a data record window is only available in the Premium Edition and can only be used together with primary links.
A tree or tree view displays the primary links of a data record in a hierarchical tree structure. Addresses, projects and events are represented as folders containing other events, documents, e-mails, phone calls, appointments and tasks. Hierarchical relationships of data records can thus be represented. All data records with a primary link to one shared project or address are displayed and can be edited. The tree tab of an address, for example, displays all data records that are linked with primary links to this address.
The tree tab is available in data record windows of addresses, documents, e-mails, phone calls, appointments, tasks, projects and events.
If you open the tree tab of a data record, all branches are closed except for the branch of the current data record. The current data record is marked.
The project is on the top level of a hierarchy for events, documents, e-mails, phone calls, appointments and tasks. The project is on the top level of a hierarchy for events, documents, e-mails, phone calls, appointments and tasks.
You can create a tree view for a number of data records in the navigator.
The Tree view and the Tree tab in a data record contain functions to edit and link data records and to change the display. These functions are called with the corresponding icons or via the context menu.