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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User Guide

Viewing Organization Chart

Use the navigation bar to at the top of the screen got to All->Organization Chart

Creating Dashlet

In addition to the main Organization Chart view users can create dashlets with defined parent users. This way a segment of the organization can be viewed. This is useful for viewing a specific team or department.

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Sales Package Dashlets

With the Org Chart Sales Package you have access to additional dashlets for Org Charts for Accounts and Contacts

One options allows you to define the Contact or Account to use in the Org Chart while the other available only in Record View uses the current record for the Org Chart.

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Searching

Type your search parameters in the search box at the top left of the Organization Chart. You can search First Name, Last Name, Title, Email, or Work Phone. If there is more than one result for the search move f](https://www.sugaroutfitters.com/assets/img/addonassets/organization-chart-for-sugarcrm/Screen%20Shot%202017-05-16%20at%204.44.54%20PM.png "Screen Shot 2017-05-16 at 4.44.54 PM.png")orward using the arrow icons to the right of the search box. Results will gain focus and briefly zoom in and out. For organizations with many users you will have to watch closely as the zoom is mild.

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Zooming

You can zoom in three ways.
1. Use the zoom in and out icons in the upper right of the Organization Chart
2. Use mouse scroll button or 2 fingers on a trackpad (Zooming with this method has very fast acceleration)
3. Double click on a card to zoom in on that card. Double click again to zoom off

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Pan/Move

You can pan across the Organization Chart by using the onscreen buttons that appear when you hover a mouse over the screen or by using the arrow keys on your keyboard while the Organization Chart is in focus.

To move the Organization Chart click and hold the mouse left button and move using the mouse.

Expanding and Collapsing Users

You can collapse all the users reporting to a given user by clicking the minus (-) button at the bottom of their card while the card is in focus.
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Similarly you can expand the users reporting to a user by clicking the plus (+) icon at the bottom of their profile card while it is in focus.
Note - By default we collapse all users more than 4 levels deep in the organization. To see these users you can click the plus button of their reporting manager(s). Searching will still search for collapsed cards.

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