Settings

On your account you can configure multiple settings. Please note these settings affect your whole organization, so please align with your team if you are collaborating with vizrm before changing things.

Some of these settings focus around custom fields in Pipedrive. We created a tutorial for you on how to create custom fields in Pipedrive!

Job Descriptions / Titles
If you already have a field in your CRM where you store the job title of a person, you can link this here to vizrm so the job title is displayed in the org chart.

Also check the tutorial on how to create a custom field for job titles.

Manager / Line Manager / Hirarchy
If you already have a field in your CRM where you link a manager or boss to a contact, you can link this here to vizrm. In this case will use this information when displaying org charts.

Also check the tutorial on how to create a custom field for the manager