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Organisational Chart

This article explains how to set up an organisational chart, linking subsidiaries with organisations (child records).

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

To use the organisation chart facility within Access Recruitment CRM:

  1. Click Clients and select a client record.

  2. Click View and then click Organisational Chart.

  3. Click New Child.

  4. In the new search window, find the subsidiary (child) company.

  5. Click Select.

  6. Close (X) the Organisational Chart window.

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