Organization Chart (Adding Parent)

Example

1. From the Account Summary menu-bar select Contact, then Organization Chart from the subsequent drop-down menu.

   

2. In the Organization Chart window, right click on the selected contact and select Add Parent Relationship.

   

3. In the Account Search dialog select the search parameters for your search. In this example we will enter the account name Brandeis Medical Center as the Account Name, and press the Search button.

   

4. The Contacts Found window will open with a list of contacts to choose from. In this case there is only one contact associated with the account. Highlight the contact and push the Open button.

   

5. In the Organization Relationship dialog, select the relationship you desire for the accounts you are connecting with one another and select OK.

   

6. The organization relationship is complete.