Using the Org Chart
Last modified: March 5, 2012 by Michelle
Within Sendouts, you have the ability to organize your Companies, Company Contacts and Candidates by their hierarchy within each company.
Access the Org Chart:
You can locate the Org Chart from a couple different locations within Sendouts:
- From the Fly Out — Hover over a name from anywhere in the record and click the Org Chart icon in the Fly Out that appears
- From the ‘Reports To’ field within the record itself
Open the Org Chart:
Here you can view and change the hierarchy of the company.
Drag and drop blocks to associate to the correct person, just click on a name block, and drag it to the correct association. Notice that the new association will highlight and you can drop the name block right there.
Use the filters along the bottom to filter the displayed information and to add those who may not be associated correctly. To add a CN or CC who does not appear, click the Add CN/CC button and select the person to be added. Them drag and drop their name block to the correct hierarchical position.