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.
#2921 - Cannot see hierarchy of contacts, only companies
The product installed correctly in 7.7.2.1 (Build 23), at least as far as I can tell, but the hierarchy only shows for the companies involved, not for the contacts. I need a solution that displays the contacts in a hierarchy as well. Am I doing something wrong, or is there something perhaps missing in my data? What fields need to be filled in to display the contacts in a hierarchy? Or does the product not do that? Thanks.
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"Installed without a hitch. It can't handle really large organisational charts with few hundred records however but it does work well for the organisa..." - jeremycockram
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jks1989
7 years ago
Hello,
The module cannot show a hierarchy chart for contacts as it is not possible to define one in a standard Sugar. Accounts have a "parent" so you can create a hierarchy, contacts do not. The contacts that are displayed for accounts are shown because they are defined as the "main account" for those contacts.
Kind regards, Synolia Support
7 years ago
But there is a Direct Reports object that shows who works for someone that establishes a parent-child relationship between Contacts. Perhaps you could use that instead? For now, this dashlet doesn't work for me, as I am looking for a way to display an org chart for the people at our customer's companies.
7 years ago
Hello,
Thank you for the info. I will add it as a feature request for a next version. We are sorry the module doesn't fit your needs.
Kind regards, Synolia Support