With the help of the organizational chart, contacts from individual companies can be displayed in a tree structure. Departments and the associated people can be displayed clearly. People/contacts can be moved within departments using the practical drag & drop function.
Organization charts can be found at Administration – Contacts – Organization chart fields create.
Here you can define exactly which fields should be displayed in your organizational chart. To do this, simply drag the fields from the left column “Attributes” to the right column “Displayed Fields".
Additionally you must also below Settings – Contacts – Contact Types define the fields to be displayed for those contact types that are to be displayed in the organization chart.
You will now see the list of all your previously created contact types. For those types that are to appear in the organization chart, you must now use the editing pen (blue button) to define the fields for the organizational chart. You can find out how to create a new contact type step by step under the menu item “Define contact types yourself"
Click on the tab “organization chart“. Then activate the corresponding checkbox for all fields that should appear in the organizational chart for this contact type. (In this example, the contact type “department” edited. Only the name of this should appear in the organizational chart)
Now switch to your desired one Contact Group View. (in this example: contact groups - business partners - customers - overview)
An overview of all your contacts that have been added to this contact group will now appear. Then click on the arrow symbol in the “Columns” area and check the box next to “organization chart".
You will then see the symbol in the overview to display your organizational chart. Click this icon to open your org chart.
Here you can see your complete organizational chart. About the “plus” or “minus” symbol you can open/close the contacts underneath. You also have the option of using “New contact” to add a new contact directly to your organizational chart.
