This application allows you to create organization charts for your CRM companies.
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Installation and accessibility of the application
Application installation
Administration > Apps / Marketplace > Marketplace tab > OrganizationChart > install
Once installed, the application will automatically be accessible to all your managers and resources.
Configuration of resource access to the application
Administration > Apps / Marketplace > Apps tab > OrganizationChart > button Configure resource access to the app
If you want to modify the accessibility of the application, simply click on the icon
.
Accessible only by authorized Managers: you choose which manager has the right to access the application. To do this, go to the Administration interface in the Managers / Roles module, open the relevant account/role cards, then check the OrganizationChart app in the Apps section.
Accessible by all managers: all managers will have the application installed by default.
Accessible only by authorized managers & all resources: all resources with intranet access will have access, and you must choose which managers can access it. To do this, go to the Administration interface in the Managers / Roles module, open the relevant account/role cards, then check the OrganizationChart app in the Apps section.
Accessible by all managers & resources: all resources with an active intranet and all active managers will be able to access the application.
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Functionality and use of the application
Functionality
This application allows you to create an organization chart for your CRM companies.
Usage
CRM > Company card > Contacts tab
From the Contacts tab, you can view the application at the bottom of the page and start creating your organization chart.
You have the option to choose a specific color for each service.
To do this, simply click the configuration button
and make your choice.
Create an organization chart
To create your organization chart, select the contact who is the highest ranked in the company, then use the "+" button to link the members of their team.
Edit the organization chart
If you want to edit your organization chart, for example because someone has left the company and is replaced by another, simply click the "Edit this node" icon and search for the contact to indicate in their place.
Delete a contact from the organization chart
Simply click the "Delete this node" icon that appears when you hover over the contact.
Deleting a contact in the organization chart will not delete the contact card from your CRM.
IMPORTANT!
Any person(s) linked to this contact will also be deleted. We recommend editing the contact if it is a replacement.