Create Org Chart from CRM Contact Records

Create Org Chart from CRM Contact Records

We have several Accounts (CRM) of sales representatives (contacts) for whom we would like to be able to draw their 'reports to' tree (org chart) The records currently reside in Zoho CRM as Contacts with corresponding Accounts. We currently have a custom field called 'Reports To' that is Joined to their 'reports to' contact. We would like to view on screen and print 'the org chart' to pdf. One other requirement would be to start the print top down from any (contact record) (search selection box)

Budget : $100 | Duration : 1 Week

To leave a private message, please click the link for private response in post Action section.

            Zoho Marketing Automation

                    Zoho Pagesense Resources

                      Zoho SalesIQ Resources

                            Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho CRM Plus Resources

                                  Zoho Books Resources

                                    Zoho Subscriptions Resources

                                      Zoho Desk Resources

                                        Zoho Projects Resources

                                          Zoho Sprints Resources

                                            Qntrl Resources

                                              Zoho Creator Resources

                                                Zoho WorkDrive Resources

                                                    Zoho Campaigns Resources

                                                      Zoho CRM Resources

                                                            Design. Discuss. Deliver.

                                                            Create visually engaging stories with Zoho Show.

                                                            Get Started Now