In vizrm, use simple drag & drop functionality to build org charts. To get started, navigate to the contacts section in the chart sidebar on the left (this is the second option from the top in the chart sidebar menu).

Here is a list of all the contacts associated with this organization in the CRM that have not already been placed on the org chart. To start building the chart, click on a contact in the sidebar and drag it over the chart section of the app. Drop the contact on top of another contact or an organization. The contact dragged from the sidebar will now be displayed under the item it was dropped upon.

Note: if there are multiple organizations on a chart, a person is automatically moved to a different organization in the CRM when it is dragged from another organization and dropped on the other one.

To remove a contact from the chart, click the contact menu by hovering over the header of a person item on the org chart and clicking the three-dot icon. From the contact menu, select “remove from chart”.

Note: persons can only be removed from the chart with no persons associated below them. All persons below a record need to be moved to a different place on the chart before removing a person’s contact from the chart.