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.

Includes a 30 day guarantee
Try it Now

#4090 - Stopped Working

In Progress General Question created by jonsales2 7 months ago

Hello,

The org chart functionality stopped working completely?

I am not sure how to check the settings/configuration?

Thanks,

Jon

  1. synolia member avatar

    synolia Provider Affiliate

    7 months ago

    Hello Jon,

    What do you mean by "stopped working": it worked but it doesn't work anymore or it never worked?

    Any settings screen exists in administration section, if the add-on is install correctly and you performed the repairs "Rebuild JS Grouping Files" and "Quick Repair and Rebuild" you should have the capability to add the dashlet on your dashboard of contact/account record view.

    You can find additional details in the documentation if you want : https://static.synolia.com/sugarmodules/SynoOrgChart/SYNOLIA_SugarCRM_SynoOrgChart_Sugar8_EN_V1.4.pdf

    Best regards,
    Synolia Support

    • jonsales2 member avatar

      jonsales2

      7 months ago

      Hello,

      Good news, I can see the company and its associated contacts (I did the repair as suggested).

      Does this plugin also provide contact relationships too (hierarchy chart using the "report to" feature in Sugar)?

      Thanks,

      Jon

    • jonsales2 member avatar

      jonsales2

      7 months ago

      Hello,

      Sorry, I seem to be having another small issue. If I put all my contacts under one company name, is there anyway to differentiate departments without having to create new account records (it appears the only way to associate records is via "Member of"....which only exists at the account level)?

      Thanks,

      Jon

    • synolia member avatar

      synolia Provider Affiliate

      7 months ago

      Hello,

      The module does not display the hierarchy between contacts. Currently there is no plans for this feature, but i will add it to the proposed features.

      Best regards,
      Synolia Support

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "This is a great plugin - works exactly as described, and is really popular with our users."

    Read More Reviews

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.