Question: How do I display the email or phone number on the org chart?
Answer: FYI, you can see the email address and phone number in the Directory view. To display this information in your org chart, here's how:
- Firstly, ensure you have that information in the members of the organization roster at the left. Click the pencil to edit a member.
[Note: There is no need to create a custom field for this, as it already exists!]
Enter their email address and phone number. Click Save.
- Then, click the Chart Formats icon A.
Select New Format, then +Add More Fields.
- Choose Member: Email to enable the field.
- Enable other fields as desired.
- Click Done.
Note: If the information does not display to your liking or doesn't entirely fit on the role box, click A again, then click Advanced Formatting. You can make the boxes larger or the font sizes smaller in the Card Properties section. When done, click Save Format.