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Where There’s a Will, There’s a Way

Drawing an Organizational Chart

Time is always at a premium, at and outside of work. Let's be honest here, nobody likes to waste time, unless it's "wasting time" relaxing. At work, the more time you waste, the more money you could be losing. Unless you are New York Yankee Alex Rodriguez, who makes roughly $100,000 for every 6 pitches he sees. [Wall Street Journal] Waste away, Alex, you are doing good for yourself.

 

A good way of not wasting your time is talking to the right people. Establishing a pecking order is always important. When making a sale, it's always good to figure out who's the boss or who's writing the cheques.

A quick way of figuring out who is the king of the hill is drawing an organizational chart. Here is how you do it:

 

  1. Highlight the company in the Address Book window.
  2. Go to View > Organizational chart
The Organizational chart is derived from the hierarchy that is created by populating the Reports To field in the basic information window of a contact. So let's ABC Wine Shop Inc. has 3 employees, James Dolton, Ed Johnson, and Martha Torres.  If both Ed and Martha report to James, then the organizational chart looks like this:

 

If Martha reports to James and Ed reports to Martha, the organizational chart will look like this:

 

 

 

Only published comments... Aug 26 2009, 04:00 PM by wleung

Comments

 

RonnieFleming said:

I have a number of people that have left an organisation but they still appear on the organisation chart. I don't want to remove them as they have history attached. Can I hide them thus removing them from the chart.

December 5, 2009 6:16 AM
 

wleung said:

Hi RonnieFleming,

Disabled users appear on the chart. There's a few ways to get around this:

1. Delete the users - When you do this, are able to transfer notes and cases to other users.

2. Create a dummy user and have all disabled users report to that dummy user, thus organizing your organizational chart into 2 groups: active and non-active users.

If you'd like to see this functionality changed, send us a suggestion at suggestions[at]Maximizer.com

December 7, 2009 4:15 PM
 

Steve Bromschwig said:

Will, he's talking about Contacts, not Users.

Your scenario would work if you wanted to adjust the Org Chart for the Maximizer Users, but he is looking for a scenario that would allow certain Contacts to be omitted because they no longer work for the Company the chart is being generated for.

A similar scenario could be used where you create a "dummy" Contact and attach it to a Company.  You would then have all of your "non-active" Contacts report to this "dummy" Contact.  Unfortunately, there is no way I know of to specifically omit Users or Contacts from the Org Chart report.

If this work-around doesn't work for you, it would be possible to create a custom Org Chart report using Crystal Reports which excludes certain Contacts based on the criteria you specify.  This would be launched separately from the built-in Org Chart functionality, but it would give you the exact result you are looking for.

December 10, 2009 7:35 AM