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Customizing the org chart

How to customize the org chart with additional CRM attributes and colors

Updated today

1. Click on Person View Settings in the bottom-left sidebar

2. To add additional CRM data to the org chart click +add field

3. From the drop-down down select a custom attribute from your CRM contact records

4. To add colors, click on Org Chart Colors for Persons

5. From the drop-down down select a custom attribute from your CRM that will define the color

6. For discrete attributes, map colors to the attribute values

7. Complete the configuration by clicking Save View

8. The additional data has been added to the org-chart and colors have been applied based on attrbiute values

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