The MTS Organization 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.
User Guide
General Concepts
Viewing the organization structure is extremely simple and visually integrated directly into your CRM interface:
Navigate to the Detail View of any Account, Contact, or Employee record.
Click on the Organisation Chart tab.
The chart will automatically render. You can use standard browser scrollbars to pan across large charts, and clicking on any node will instantly navigate you to that record's Detail View!