In the vizrm org charts app, many functions can be found on the left side of the screen in what we call the Sidebar.

This section shows details of the currently selected organization or person on the org chart. You can configure which CRM data is displayed here using custom views. For individual persons, you can also directly edit the data, and any changes will automatically sync with your CRM.

This section displays all the person records related to the currently selected organization on the org chart. These contacts come directly from your CRM system. You can drag and drop contacts onto the chart to place them in the appropriate role. The contact list can be filtered by searching for names or any CRM attribute shown on the contact cards (e.g., job title).

This section shows all related organizations from your CRM. Depending on your subscription plan, some of these may appear on the org chart as well. Learn more about related organizations here

In this section, you can view, complete, or create CRM activities for the person currently selected on the org chart. Learn more about activities here

This section lists all the deals from your CRM that are related to the currently selected organization on the org chart. Learn more about deals here