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Extending Daylite
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Alternate Views for Organization/Contacts|
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Apprentice |
One thing that would be helpful would be an Org chart structure for Organizations & Contacts. For example I work with many accounts that have multiple divisions or sub companies and sorting by name scatters them all over the place. Take a Large Educational institute with multiple colleges underneath It would be nice if I could go in Organizations, find ***** State University and under it slightly tabbed in would be College of Business, College of Agriculture, etc. Even some of those may have multiple departments I'd like to track.
The same goes with Contact View, It would be nice if I could have at the top the CIO, then tabbed one over would be department heads, then Managers under them, then employees, etc. Last but not least, would be a one click view that based off your associations creates a printable org chart that looks graphically as nice as the pipeline tracking that is available for opportunities. Let me know if this is not the right Forum for these sort of requests. |
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Journeyman |
Ditto: I have a similar situation. I work with one multinational that has many subsidiaries and contacts in a given country; the same applies for more than a dozen countries, within the same Organisation
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Journeyman |
If you use Relationships between subsidiaries to connect them, how well does that work for you and what is still missing? For example, you could have University of Daylite; then U-D School of Agriculture, U-D College of Fine Arts, and so on can be linked in a university-department relationship, or even university-branch, then branch-department tiered relationships. When you view any of the org items, you see the University- or Location- or Branch- related other ones.
This approach enables you to see the contacts associated with each branch separately. If a contact has a role with more than one branch, each role can be identified. A drawback is that you can't readily see a list of all contacts related to the entire organization--but that could be resolved fairly simply with a report. Say more! . . . . . . . . . . . . . . . . . . . . . . . . . . Em Herzstein Elite Daylite Partner/Report Certified Supporting the intelligent use of technology 510.558.6890 / daylite/at/m2ts.com / gizmo: embat . . . . . . . . . . . . . . . . . . . . . . . . . . |
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Apprentice |
Ditto: I have a similar situation. I work with multinationals and multi divisional companies and reseller channels this would be of great use visually for reporting.
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Forums
Extending Daylite
Plugin/Widget Request Zone
Alternate Views for Organization/Contacts
