This app allows you to create and print organization charts of your CRM companies.
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Installation and access to the app
Installing the app
Administration > Apps / Marketplace > Marketplace tab > Install
Once installed, the app will automatically be accessible to all your managers and resources.
Configuring resources' access
Administration > Apps / Marketplace > Apps tab > OrganizationCharts > Configure resources app access button
If you wish to change the access to the app, click on this icon.
Accessible only for allowed manager: You get to choose which manager has access to the app. In order to do so, go to the Administration interface, in the Managers/Roles section, open the manager/role card and enable the OrganizationChart app in the Apps section.
Accessible for all manager: all managers will have the app installed by default.
Accessible only for allowed manager & all resources: all resources with an intranet account will have access to the app and you can choose which manager has access to it. In order to do so, go to the Administration interface, in the Managers/Roles section, open the manager/role card and enable the OrganizationChart app in the Apps section.
Accessible for all manager & all resources: all resources with an intranet account will have access to the app and all active managers will have access to it.
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Functionality and usage of the app
Functionality
This app allows you to create organization charts for you CRM companies.
Usage
CRM > Company card > Contacts
From the Contacts tab you can view the app at the bottom of the page. This is where you can create your organization chart.
You have the option to choose a specific color for each department.
In order to do so, click on the configuration button and make your choice.
Creating an organization chart
To create your organization chart, you should select the highest-ranking contact of the company and, by using the "+" button, attach other contacts to their team.
Editing the organization chart
If you wish to edit your organization chart; for example because someone left the company and was replaced by someone else; all you have to do click on the pen icon "Edit this node" and look for the contact you wish to replace them with.
Deleting a contact from the organization chart
All you have to do is click on the trash icon "Delete this node" that appears when hovering on the contact.
Note: Deleting a contact from an organization chart will not delete the contact card from your CRM.
IMPORTANT !
All contacts attached to this contact will also be deleted from the organization chart. We recommend you to use the edit feature in a case of replacement.