Create new Persons from the org chart
Create a new CRM record for a person directly from the vizrm org chart, either by selecting the + (Plus Icon) from the chart menu and selecting “create person“ or by clicking the button “create new person” in the contacts section in the chart sidebar on the left.
This will open the person creation dialogue in the chart sidebar. Provide a name to the contact, and optionally provide various details below. These attributes from the CRM can be fully customized as part of the view configuration.
After filling in the details, click “save” at the bottom of the dialogue. vizrm will automatically create the new contact in the CRM and associate it with the selected organization on the chart.
The newly created contact will be displayed in the contacts section in the chart sidebar on the left of the vizrm org chart, from where it can be dragged to the correct place on the org chart.
Edit person contact details from the org chart
Editing the details of a person in vizrm will automatically update the record in the CRM.
To edit the details of a person’s record in vizrm, 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 “edit details”. Alternatively, select a contact on the chart, navigate to the details section of the chart sidebar, and select the pen icon next to any of the contact attributes.
The details are editable directly in the chart sidebar (which can be fully customized as part of the view configuration).
When completing the editing, click the “save” button at the bottom of the details section. This will automatically update the contact in vizrm and the CRM system.
Search for contacts in LinkedIn
If a contact’s details should be validated with information from LinkedIn, this can be done easily from vizrm. On the org chart, select a contact and launch the chart menu. Click the option “Open LinkedIn Profile” to launch a new tab with the contact’s profile page.
If a contact has not yet been matched via the vizrm LinkedIn CRM integration, it will display the option “Search in LinkedIn” which will launch a new tab with a LinkedIn search for the contact name and organization.