by Mien Trung Software

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.

Includes a 30 day guarantee
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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!

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