Org Chart Button on the Account Detail Page - Check This Out

[SGKing]

If anyone is interested having an Org Chart Button on your Account Page (This is where it ought to be anyhow, don't ya think?) you can do it like this:

1. Create a custom Lookup field on the Account page to reference the Contact object. Name it "Top of the Org Chart"

2. Go to any contact record and click the "View Org Chart" link then copy the URL in your browser (copy everything up to the contact id)

3. Create (Develop) a new S-Control named "Org Chart". Select URL as the type and then paste the URL from the link you copied in step 2 into the content area.

4. After the = sign in the URL you pasted, insert the merge field for the custom lookup field you created in step 1 (Top of the Org Chart) and click save.

5. Create a custom button for the Account object named "Org Chart" and select the Detail Page Button for the display type. Select Custom S-Control as the content type and then select the Org Chart S-Control you created in step 3 and click save.

6. Add the button to your Account page and you're ALMOST ready to go>>>

***The only way that this button will fire is if the Top of the Org Chart field on the Account page has a contact in it and that contact must have other contacts reporting up to him/her. This will give you a quick view of the Org structure for any Account as long as you have a thorough hierarchy setup amongst its' contacts. Happy clicking!