Quickly view the organizational hierarchy of any account or contact. Identify key decision makers and influencers using this handy dashlet. Know where a given contact fits in or how an account is structured.
To install and use SynoOrgChart, you must have administrator rights on the server running your SugarCRM instance. You should be running an unmodified version of SugarCRM. Customizations made by the Studio are supported but there is no guarantee that SynoOrgChart will install or run properly if your instance of SugarCRM has source code modifications.
SynoOrgChart is compatible with SugarCRM Professional and Enterprise editions (versions 7.1.0 and up)
Note: The screenshots in this document were taken while running Sugar Professional edition.
Synolia will in no way be held liable for your usage of SynoOrgChart.
Log in to SugarCRM as an Administrator with Chrome or Firefox (when using Internet Explorer, the installation process may appear to be stuck).
Click on Admin in the top right hand corner of Sugar’s interface.
Select Module Loader
Click Choose File to select the download file, select the SynoOrgChart zip file (1).
Upload Zip File (2)
Click Install on SynoOrgChart line (3)
Please read the license and if you agree with choose Accept and click on the Commit button.
Wait for the end of the installation.
After the installation is complete, return to the Admin screen. Go to the Repair screen:
Under the Repair section and run:
1) Rebuild JS Grouping Files
2) Quick Repair and Rebuild
For best results after repairing and rebuilding your SugarCRM instance it is recommended that you clear your web browser’s cache.
Other add-ons of interest
Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.