Jackal Software Org Chart for SugarCRM

A list view is not an efficient method for viewing the structure of an organization. By default regular users in SugarCRM does not have a way to view other users and the default Organization Chart only allows them to see users beneath them in the structure.

Features

Sales Package

• Graphical view of your organization
• Admin users can edit user information right from the Org Chart
• Create dashlets setting the parent user to see a segment of the organization
• View users names, titles, work phone numbers, and email addresses on user cards and department other phone numbers, Roles, and Teams in the detail/edit views
• Create Org Chart Dashlets for Accounts
• Create Org Chart Dashlets for Contacts

For many workflows in SugarCRM having the correct reports to user is vital for escalation of Tasks or notification purposes. With Organization Chart for SugarCRM it is easy to identify which users either do not report to anybody or are in the wrong team. The built in Sugar Organization Chart dashlets only allow users to see users reporting to them. With our dashlets users can view segments or the entire organization.

Dashlets with user defined parent

Basic user fields (name, title, work phone, and email) are viewable right from the main view but additional user details are viewable and editable by admin users. For the sales add-on Accounts and Contacts show slightly different fields that are specific to the module. We also do not include an image for these modules to speed loading.

When setting up a dashlet you can specify to see only Children or Parents and Children. Additionally you can now choose to view Contacts related to Accounts if an Account record and related Accounts while in a Contact record.

Dashlets for Accounts and Contacts allow you to see the structure of Organizations you do business with

To see dashlet orgchart in full screen use the expand icon on the dashlet

Double click on a profile to zoom in

Check out the User Guide to learn more about how to use Organization Chart for SugarCRM.