Organigram automatically displays contact hierarchy from the Account or from the Parent Account based on the "Reports to" field.
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- Account Name
- Shows if there is a Parent Account
- Search contacts - enter the contact name and search
- Browse contacts - will open side panel with Account or parent Account contacts to browse your desired contact
- Add contact - enable to add a new contact
- Fit to screen - Sizes entire map to fit screen
- Zoom In & Zoom Out - Zoom in or out on the map
- Options - allows to hide relationship lines
- Close - closes the Organigram
- Contact node - shows basic contact details and allows to edit the contact
- Relationships lines:
- Dotted Line - Indicates informal / other relationship
- Influence Line - Indicates influence.
- Conflict Line - Indicates conflict
- Notes Icon - Relationship line will display an icon if there is an added note.
- 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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