This module gives you a 360 degree view of an entire organization right from the account and contact modules.

The SynoOrgChart dashlet is accessible from Accounts and Contacts details. With a simple click, you can browse the hierarchy of your Accounts and their associated Contacts


Features and Benefits

Displaying hierarchy

The SynoOrgChart dashlet displays the hierarchy for an Account or a Contact and looks for the highest-ranking Contact record. The red node in the tree is the currently-selected record. The team security is disabled to display the full organizational chart of the company.

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Full screen view

The full screen mode allows for a better view of the chart, when it has a lot of elements or a complex structure. All the features are still available on a bigger display view while still remaining on the current record.

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Navigation Tools

Examples of navigation tools of the module - Hide Contacts From the configuration of a OrgChart Dashlet you can select if you want to display or not the linked Contacts. This is usefull if the organisation has a lot of Contacts - Browsing Records Records are represented as child nodes within the tree. When you click on an item, regardless of its type, the view is updated to display data solely related to the selected record. - Zoom The zoom toolbar works the same result as the mouse scroll wheel. Using the "-" button and "+" button or the slider you can adjust your zoom level for the dashlet panel. - Tree Orientation The arrow button redraws the tree vertically or horizontally to accommodate your preference. - Collapsing/Expanding Nodes The "+/-" button when on a node indicates whether the item has child nodes. Clicking it will hide or show those child nodes if they are expanded or collapsed.

View All Features

Displaying hierarchy

The SynoOrgChart dashlet displays the hierarchy for an Account or a Contact and looks for the highest-ranking Contact record. The red node in the tree is the currently-selected record. The team security is disabled to display the full organizational chart of the company.

Full screen view

The full screen mode allows for a better view of the chart, when it has a lot of elements or a complex structure. All the features are still available on a bigger display view while still remaining on the current record.

Navigation Tools

Examples of navigation tools of the module - Hide Contacts From the configuration of a OrgChart Dashlet you can select if you want to display or not the linked Contacts. This is usefull if the organisation has a lot of Contacts - Browsing Records Records are represented as child nodes within the tree. When you click on an item, regardless of its type, the view is updated to display data solely related to the selected record. - Zoom The zoom toolbar works the same result as the mouse scroll wheel. Using the "-" button and "+" button or the slider you can adjust your zoom level for the dashlet panel. - Tree Orientation The arrow button redraws the tree vertically or horizontally to accommodate your preference. - Collapsing/Expanding Nodes The "+/-" button when on a node indicates whether the item has child nodes. Clicking it will hide or show those child nodes if they are expanded or collapsed.

Resources

Please where we're going to have PDF and what not

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