Org Charts?

  • Thread starter LoraCWTA
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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" <LoraCWTA> schreef in bericht

news:E577932D-8A8F-405E-B469-72607A42705A@microsoft.com...
> 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.

"Jan K" wrote:



> "LoraCWTA" <LoraCWTA> schreef in bericht
> news:E577932D-8A8F-405E-B469-72607A42705A@microsoft.com...
> > 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.

>
 
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