What
Org Charts have been given a facelift and now contain more user-friendly options to manage a hierarchy of direct reports. The new feature is accessed in the same way as the old version but now contains a sleeker design.
Where
Home > Clients > Click into the Client record > Contacts > Click the Open Org Chart button found in the top ribbon menu
How
1. Select a Client and click into their record:
2. Click the Contacts tab to open up the hierarchy of reporting colleagues. From here, click the Open Org Chart button in the top ribbon menu to see a chart view of the Contacts list:
3. Users will then see a Family Tree style chart, detailing which colleagues report to who and what their relationship is:
4. By clicking the Edit Chart function, users will be able to make amendments on personnel. These edits include adding Tags to a Contact or amending the details within their record:
Option 1
By assigning a Tag to a colleague, users are able to distinguish colleagues by assigning them a role that can relate to any internal processes that they have. These tags are for illustrative purposes only and do not affect the permissions of any colleague:
Option 2
Within this area, any edits made here will be reflected within the Contact's main record. Any notes or attachments that are added to this area will be displayed when a user clicks on the folded paper icon. This is a great way to keep track of specific information that relates to a colleague.
If there is a blank box displayed within the chart entitled Add Contact, users will be able to select a Contact to fill that position. A side-window will open where users will be able to search for a colleague. Once a suitable option is found and added, the chart will update:
Authored by Arden Shaw - Digital Adoption Consultant @ Mercury