Dynamic Org Chart For Zoho CRM

Dynamic Org Chart For Zoho CRM

Knowing exactly who to contact and where they sit in the organization hierarchy empowers you to make smarter decisions faster.

対象: CRM 開発者: Yaali Bizappln Solutions

Our Dynamic Org Chart for Zoho CRM extension dynamically generates an interactive organizational chart based on the “Reporting To” relationships within your CRM data. Whether you use the Accounts or Contacts module, or any other standard or custom module with a “Reporting To” field, you can instantly visualize who reports to whom, what their roles are, who influences decisions, and where each contact fits within the organizational hierarchy- all without leaving Zoho CRM.

You can even customize the chart visuals with background and border colors of nodes dynamically based on field value, which fields to show up when hover over the node, and how many hierarchy levels are to be displayed, switch between horizontal and vertical views of your org chart, adapting to the way you prefer to analyze organizational structures.

Best of all, you can easily export your org chart as a PDF for easy sharing or offline review.

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    関連情報

    ヘルプ
    適用の種類 Zoho platform
    公開日 Jul 17, 2025
    Version 1.1
    カテゴリー Sales
    料金 Paid
    提供者 Webサイト

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