Organization Chart for Sugar

by synolia

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.

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#2047 - OrgChart

Closed Bug? created by ChristineMina 8 years ago

Hi there, I have purchased the OrgChart for our company but am having difficulties with it. It doesn't appear as a hierarchy chart but comes up as all users reporting to one person which is not correct. Can you please look into this matter ASAP. Thanks for your help. Regards, Christine

  1. synolia-primary-contact member avatar

    synolia Verified Purchase

    8 years ago

    Hello Christine,

    The module is supposed to display a chart with the relations between accounts and contacts and not users of SugarCRM. If you have customised your Sugar differently (from the standard configuration) like renaming modules and/or using different relationships, the module will not work in your case.

    If that is not the case, can you please specify your SugarCRM version as well as sending us some screenshots so we can better understand your issue.

    Best regards, Synolia Support

  2. ChristineMina member avatar

    ChristineMina

    8 years ago

    Hi there,

    The version we are using is (7.6.2.1) and we haven't customised Sugar. I have been trying to create it from the account to gather a chart for the contacts associated with the account and who they report to but it's not working. For some reason am unable to attach photos are you able to provide me with an email address so i can send some pictures?

    Regards, Christine

  3. synolia-primary-contact member avatar

    synolia Verified Purchase

    8 years ago

    Hello,

    You can send us some screenshots at sugaroutfitters@synolia.com .

    Best regards, Synolia Support

  4. ChristineMina member avatar

    ChristineMina

    8 years ago

    Hi there,

    The OrgChart is not working for us and with our SugarCRM version. So can you please refund us the money.

    Thanks Christine

    • jason member avatar

      jason

      8 years ago

      Hi Christine,

      We took care of that refund for you. Sorry that it didn't work out!

      Regards, Jason Eggers SugarOutfitters

  5. synolia-primary-contact member avatar

    synolia Verified Purchase

    8 years ago

    Hello,

    Can you please send a contact message to SugarOutfitters for the refund please.

    Go to SugarOutfitters Contact page and select in the reason "Request refund".

    Kind regards, Synolia Support

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  • SugarCRM Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Sugar Market
  • Compatible Versions
  • 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.9, 7.8, 7.7, 7.6, 7.5, 7.2, 7.1, 6.7

    This Add-On doesn't support the latest Sugar version!

Rating

  • "Installed without a hitch. It can't handle really large organisational charts with few hundred records however but it does work well for the organisa..." - jeremycockram

    Read More Reviews

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Reporting Sales organization hierarchy orgchart