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Question

CRM_Account CRM organization chart

  • February 13, 2024
  • 1 reply
  • 34 views
C
Do Gooder (Customer)
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  • CDE
  • Do Gooder (Customer)

Hello,

It is possible for each Account Contact to define his/her manager :

Thanks to that, is there a way to display the organization chart of the customer in IFS, showing who’s in the team of who ?

Thanks

1 reply

Marcel.Ausan
Ultimate Hero (Partner)
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  • Marcel.Ausan
  • Ultimate Hero (Partner)
  • February 13, 2024

 @CDE there’s no out of the box Org Chart for the Customer Organization. Anyways if you need the info as an overview, it’s available in Account Contacts.

If you need more than this, I guess your IT could create a Quick Report and re-arrange the info as needed via SQL.

 

https://www.linkedin.com/in/marcelausan/
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