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Organigram automatically displays contact hierarchy from the Account or from the Parent Account based on the "Reports to" field.  

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  1. Account Name
  2. Shows if there is a Parent Account
  3. Search contacts - enter the contact name and search
  4. Browse contacts - will open side panel with Account or parent Account contacts to browse your desired contact
  5. Add contact - enable to add a new contact
  6. Fit to screenSizes entire map to fit screen
  7. Zoom In & Zoom Out - Zoom in or out on the map
  8. Options - allows to hide relationship lines 
  9. Close - closes the Organigram
  10. Contact node - shows basic contact details and allows to edit the contact
  11. Relationships lines:
    1. Dotted Line - Indicates informal / other relationship
    2. Influence Line - Indicates influence.
    3. Conflict Line - Indicates conflict
  12. Notes Icon - Relationship line will display an icon if there is an added note.
  13. Contact Node Pallete Menu - Opens and closes the palette menu. Contains additional functions for Contact settings.


Contact Node Layout & Navigation

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  • Hiding existing Lines 

    • You can hide and again show existing lines in the Organigram.

    • Click theicon

    • In the View Options section select or deselect lines 

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