Organization Chart

This chart shows the relationships that have been assigned to different contacts in a given account or accounts. These relationships allow you to show a management hierarchy. From this Chart you can add, edit, or delete parent or child relationships between contacts in a given account or accounts.

Window Map

Left Window Pane: The left window pane displays all of the defined parent or child relationships.

Right Window Pane: The right window pane displays the tree configured relationships.

Note to Administrators: To add or remove the Parent/Child relationship selections that are viewed in the left window pane, go to the Organization Chart Relationship Types folder in the Table Editor, and add or remove items.

• All Parent relationships for the selected contact (shaded yellow) are displayed above that contact in the tree view. A Parent Icon will appear in parents of the selected contact if they have other children besides the selected contact. In order to view those children contacts highlight the box with the Parent Icon and then push the Drill To button. An example of this instance can be seen in the Window Map above. Franklin Ferros is the selected contact and the parent contact Brandin West has other children contacts. This is indicated by the Parent Icon that can be seen in the Brandon West contact box.
• All Child relationships for the selected contact (shaded yellow) are displayed below that contact in the tree view. A Child Icon will appear in children of the selected contact if they have other parents besides the selected contact. In order to view those parent contacts highlight the box with the Child Icon and then push the Drill To button. An example of this instance can be seen in the Window Map above. Franklin Ferros is the selected contact and the child contact Benjimin Jewls has other parent contacts. This is indicated by the Child Icon that can be seen in the Benjimin Jewls contact box.

Push Buttons

Refresh: Select this button to update the list to reflect any changes since the window was opened.

Drill To: Select this button to open the Parent/Child contacts to any highlighted contact boxes where there is a Parent or Child Icon.

Open: Highlight a contact box in the tree view and select this button to open the Contact Summary.

Print: Select this button to print the Parent Child Relationship window.

Cancel: Exits the window without saving any changes or additions made in the fields and returns you to the previous window.

Help: Displays on-line help for the active window.

Right-Click Options:

In the following examples there are three different pop ups that can occur when you right-click on a contact.

1. When you right click on contacts above the selected contact, you will have the option to add a parent relationship, edit a child relationship, or remove a child relationship.

   

2. When you right click on the selected contact, you will have the option to add a parent or child relationship.

   

3. When you right click on an contact below the selected contact, you will have the option to add a child relationship, edit a parent relationship, or remove a parent relationship.

   

Add Child Relationship or Add Parent Relationship: Use this feature to add a parent or child relationship.

Follow this Link: For a Step By Step Example of Adding a Parent Relationship

Edit Child Relationship or Edit Parent Relationship: When selected the Organization Relationships window will open. Assign the appropriate parent or child relationship.

Remove Child Relationship: Eliminates the selected child contact from the Parent Child Graph. Both parent and child relationships are eliminated.

Remove Parent Relationship: Eliminates the selected contact as a parent. Both parent and child relationships are eliminated.