Org Charts?

L

LoraCWTA

Can you create organization charts in BCM like other CRM systems can by
linking contacts??

We currently have GoldMine and instead of spending almost $10K just to
upgrade are considering making the switch to BCM. One of the features we want
is an Org Chart but I didn't see that in the demo.

Can you help?
 
J

Jan K

LoraCWTA said:
Can you create organization charts in BCM like other CRM systems can by
linking contacts??

We currently have GoldMine and instead of spending almost $10K just to
upgrade are considering making the switch to BCM. One of the features we
want
is an Org Chart but I didn't see that in the demo.

Can you help?

Haven't seen it either. However, as BCM has only 2 levels (An account =
company name and a Contact) a real chart would not b every interesting. You
would only get the company name with a list of contacts. No way to get it to
show the boss, and employees on different levels as this info is not part of
BCM.
 
P

Per UK

Yes, I miss that feature as well. Not sure why Jan K is saying it wouldn't
work.

If a contact has a 'manager' entry it connects the two, and if the manager
has a manager then same thing etc.

It works fine in Salesforce.com.
 

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