Organization Map is a graphical collaborative representation of data that assists you to conceptualize their structure or opportunities. Constructing this map together is a great way to discover how your potential customer works and who is involved in opportunity decision making process. Org charts are diagrams of a hierarchy of nodes, commonly used to portray superior/subordinate relationships in an organization or people involved in opportunity decision making process.
Extension installs with one click. Diagram is drawn based on "Reporting to" field in Accounts/ Contacts module. Transaction map diagram is build based on contact roles within opportunity. Please contact developer to get no-fee proposal.
Key Features:
Vizualize the reporting structure of your contacts with organization charts
See a contact's deal history with a single click
Easily see who a contact reports to within Contacts
This was easy to install and provided an org chart in seconds. Unfortunately, there aren't any controls to change the layout or filter the users or levels. The org chart can become very wide or tall for larger companies. The org chart also displays all CRM Account - Contacts so the Report To will need to be populated to get an accurate Org Chart. Hopefully, these recommendations can be added in the future. I am still giving this a 5-star rating.
Extension is not working for me. Each person is rolling up into a box that is all numbers and doesn't show the leader's name. Also, it shows as lots of different reporting lines and doesn't roll up into the company head even though the information is entered correctly in Zoho. I sent an email to the support email listed when I downloaded the extension but didn't get a response. I will probably delete the extension if I can't figure out how to make it work
Our plugin is installed directly into your environment. Developer has no access to it. Plugin is way of presenting data gathered in your own CRM. Nothing gets imported nor imported from external world.
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Hello,
I would recommend you to try Organization Charts Extension for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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