by Jackal Software

Organization Chart for SugarCRM allows visual representation of your own organization and companies you do business with. Quickly see all the Contacts related to a company you are calling on.

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#4098 - Jackal Org Chart Dashlet Not Loading

In Progress Installation created by jonsales2 Verified Purchase 7 months ago

Hello,

The Jackal Org Chart Dashlet is not loading in Sugar (the software seems to have loaded successfully)? It continues to say, "Loading Org Chart Data....".

Thanks,

Jon

  1. namcorp member avatar

    Jackal Software Provider Affiliate

    7 months ago

    Hello Jon,

    Can you please log out and back into the instance?

    • jonsales2 member avatar

      jonsales2 Verified Purchase

      7 months ago

      Hello,

      I did as you requested; however, I am getting the same message?

    • namcorp member avatar

      Jackal Software Provider Affiliate

      7 months ago

      Thanks for the update Jon. Would you be able to provide a temporary login so I can troubleshoot? Alternatively I can setup some time this afternoon or tomorrow to walk through together.

    • jonsales2 member avatar

      jonsales2 Verified Purchase

      7 months ago

      I am a little confused but happy...it appears to be working now. Internal org chart, accounts and contacts can all be seen. I am assuming the only way to link contacts is via the "reports to" field?

    • namcorp member avatar

      Jackal Software Provider Affiliate

      7 months ago

      Great to hear Jon. This could have been due to the browser cache storing the old Javascript files for a bit but recently got updated.

      Indeed the Contact linking is done through the reports to field. I have thought about other ways to show Contacts (perhaps by Account linking) but ran into issues with the same Contact showing up multiple times. Perhaps another option to display Contacts under their linked Account in the Account view would makes sense but the UI gets pretty busy quickly showing the related data.

      If you have another data point you use to link Contacts let me know please.

  2. jonsales2 member avatar

    jonsales2 Verified Purchase

    7 months ago

    Last thought, is there a way to list all contacts, within an account, without an associated direct report? In other words, a list of all contacts associated with an account. Reason being, I have a ton of orphan people who don't have direct Managers yet and I would like to see them prior to linking a "direct report".

    Truly appreciate all your help!!

    Jon

    • namcorp member avatar

      Jackal Software Provider Affiliate

      7 months ago

      No problem at all Jon.

      At this time I do not have this ability. But I really think the add-on needs some functionality like this. I am finishing an update to another add-on and expect to wrap that up within the next 2-3 weeks. I'll put this on my roadmap and plan on working on it right after that.

      If you are willing to provide some feedback over the next week or so I'll work on some templating of what it may look like and forward it to you to make sure it would provide what you are looking for.

      Thanks again

    • jonsales2 member avatar

      jonsales2 Verified Purchase

      7 months ago

      Happy to help you anyway I can. I really see the potential in this plugin.

      Keep me posted.

      Regards,

      Jon

  3. jonsales2 member avatar

    jonsales2 Verified Purchase

    7 months ago

    ...sorry, how do I see two departments side-by-side? Do I have to create two seperate dashlets? It would be nice to have a total company view as well. I guess add it to the list. :)

    • namcorp member avatar

      Jackal Software Provider Affiliate

      7 months ago

      No worries Jon,

      Are you talking about two departments within the same company (2 different Account records?) If so you should be able to do this by selecting Children and Parents from the Dashblet config options.

      Let me know if I am not catching what you mean.

  4. namcorp member avatar

    Jackal Software Provider Affiliate

    6 months ago

    Hello Jon,

    I have been working on viewing Contacts in the Accounts dashlet and just about have it working. To help distinguish Accounts from Contacts more easily I am adding some styling so Contact and Account records look different in the dashlet.

    Were you hoping to see the linking primarily for Contacts related to an Account? I'm not sure if I can add both reports to and the related Account

    • jonsales2 member avatar

      jonsales2 Verified Purchase

      6 months ago

      Hello,

      I am trying to see both; but would agree, the contact to account relationship is extremely important.

      Regards,

      Jon

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