{"id":12498,"date":"2016-03-29T09:52:27","date_gmt":"2016-03-29T09:52:27","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12498"},"modified":"2022-11-04T10:35:05","modified_gmt":"2022-11-04T10:35:05","slug":"displaying-organizational-hierarchy-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/displaying-organizational-hierarchy-in-sage-crm\/","title":{"rendered":"Displaying Organizational hierarchy in Sage CRM"},"content":{"rendered":"<p style=\"text-align: justify;\"><a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> which allow us to create graphical hierarchy of available data.<\/p>\n<p style=\"text-align: justify;\">Recently, we came across a blog on community site which I thought needs to be shared with you all. Well, it is a simple organization chart that display contacts\/people grouped by department within an organization.<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #993300;\"><strong><em>New Stuff:\u00a0<\/em><\/strong><span style=\"color: #000000;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/display-list-on-communication-screen\/\" target=\"_blank\" rel=\"noopener\">Display List on Communication screen<\/a><\/span><\/span><\/p>\n<p style=\"text-align: justify;\">To add organizational chart we need to follow below steps:<\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> Go to <strong>Administration | Administration | Company<\/strong><br \/>\n<strong>2.<\/strong> Select option <strong>Tabs<\/strong><br \/>\n<strong>3.<\/strong> Put Caption as <strong>\u201cOrg Chart\u201d<\/strong>, Action as <strong>\u201cother\u201d<\/strong> &amp; System Act as <strong>\u201cpersonorgchart\u201d<\/strong>.<br \/>\n<strong>4.<\/strong> Click on <strong>Add<\/strong> and <strong>Save<\/strong> button. See below screenshot.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Image15.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-12499\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Image15-1024x375.jpg\" alt=\"Image1\" width=\"595\" height=\"218\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once this is done go to any specific company record and click on newly created tab <strong>\u201cOrg Chart\u201d<\/strong>. Clicking on this tab will show relationship of contacts grouped by department they are into. See below for your reference.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Image26.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-12503\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Image26-1024x489.jpg\" alt=\"Image2\" width=\"595\" height=\"284\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. Similarly, relationship is one of the feature of Sage CRM which allow us to create graphical hierarchy of available data. Recently, we came across a blog on community site which I thought needs to be\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/displaying-organizational-hierarchy-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,65,71,168,189,332,387,391,1],"tags":[725,727,1205,1206,1729,1730],"class_list":["post-12498","post","type-post","status-publish","format-standard","hentry","category-account","category-codeless","category-company","category-graph-sage-crm","category-information","category-sage-crm","category-summay","category-tab","category-uncategorized","tag-company-graphical-view","tag-company-hierarchy","tag-graphical-representation","tag-graphs","tag-org-chart","tag-organizational-hierarchy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Displaying Organizational hierarchy in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/displaying-organizational-hierarchy-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Displaying Organizational hierarchy in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM always help us to achieve the functionality and enhance the usability of the system with its available features. 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