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Org. Chart View

ver. 2.0

 

Create org charts for your customer contacts and display visually.

 

Creating the Org Chart

Go to account tab, scroll down and you will see “Key Players and Contacts”.

Org_Chart_View_01.png

 

On the Update Key Player Information page, you'll see a "Reports To" area. Select who your contact's manager is, and Kapta will build your org chart for you.

Org_Chart_View_02.png

 

 

 

Toggling Contact and Org Chart View

 

On the account's "Details" tab, locate the "Key Players and Contacts". On this section you will see 2 icons, that you can click to choose your view:

a) Contact View

b) Org Chart View

Org_Chart_View_03.png

 

The default is the contacts view. Depending on how you update the key player information "Reports To" field, the Org Chart view can be a simple flat organization or a hierarchy.

 

Org_Chart_View_04.pngOrg_Chart_View_05.png

 

 

 

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