Org Chart

The Org Chart (organization chart) page renders a visual representation of the company structure, displaying the company, its locations, and the staff hierarchy in each location.

The Org Chart page is a powerful tool to understand the internal structure, responsibilities, and dependencies of your clients and suppliers.

For the Org Chart page to display employee relationships within a business, the Reports To field in the contact records must be set.

Display the Org Chart Page

Click Menu > Contacts > Org Chart. Open the company folders on the left to display the levels of the chart that you want to see.