by Jackal Software

Organization Chart for SugarCRM is a beautiful representation of your organization's structure. With the sales assistant package you can also view the structure of Accounts and Contacts.

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Introduction

A list view is not an efficient method for admins to manage the users in their organization. Additionally, regular users do not have a view to see other users contact information and see where they are in the company. With Jackal Organization Charts users can quickly view the organization in a graphical interface and use the chart as an internal rolodex.

Dashlets allow users to view segments of the organization by setting a user as the top level parent and all users under them. A use case would be to only see the sales team in the intelligence pane of the Leads list view.

Features

  • 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

Getting started

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 reporting to anybody or are in the wrong team.

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Dashlets with user defined parent

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