How do I display the email or phone number in the org chart?

Q. How do I display the email or phone number on the org chart?
A. 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 and click Save.

  • Then, click the Chart Formats icon A.

    Select New Format. Under Field Properties select the Add Field button, then choose Member: Email.  Click Save Format.

    If the information does not display to your liking or doesn't entirely fit on the role box, click A again, then click the 3 dots to edit the new format marked Active. You can make the boxes larger or the font sizes smaller. When done, click Save Format.

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