Product Overview

OrgView is an extremely powerful, easy-to-use graphical tool for navigating through account, contact, and user hierarchies in salesforce.com. OrgView Free Edition provides an intuitive bird’s eye view of account and contact centers for strategic account planning. OrgView Pro Edition includes even more powerful features, such as chart colorization, configurable chart display and tooltips, and Visio export.

OrgView makes visualizing complex account, contact, and user relationships easy, resulting in more effective sales and marketing campaigns and, for administrators, a better way to manage user permissions in salesforce.com.

Product Details

OrgView Pro includes the following additional features:

• Support for ALL user fields and user profile fields.
• Chart Colorization: Easily visualize hierarchies with custom color coding. Administrators can colorize charts based on user permissions and other user fields, including custom user fields. Business users can colorize accounts and contacts based on any filter criteria they choose, including custom account and contact fields.
• Automated ORG Charts: Generate rich organization charts, with intuitive drag and drop metaphor, based on your existing account, contact, and user role information.
• Rich Visualization: Rapidly navigate through complex organizational structures with dynamic panning and zooming, graphical searches, and drill-down Configurable Display and Tooltips: Customize which fields are displayed in your charts and chart tooltips, including ALL user fields and user profile fields.
• Visio Export: Export charts to Microsoft Visio format.