by Mien Trung Software (CRMPluginHub)

The MTS Organisation Chart add-on uses your SuiteCRM data to create a visual representation of businesses and their reporting structures. For potential customers, gain a better understanding of connections, how teams work together, and what contacts are involved in the decision-making process.

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User Guide

General Concepts

Diagram is drawn based on "Reports To" field in Contacts module so while create new contact you should be link contact to another contact who is manager of contact. For example: Account A have 2 contacts: - Sales Manager - Sales So while create record for Sales please link Sales to Sales Manager thought 'Reports To' field. The go to detail of Account A and select 'Organisation Chart' you will see diagrams here.

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