Table of Contents

1. Installation & Activation
2. Opening OrgTree from an Account or Contact
3. Sidebar Summary Panel
4. Full Graph View
5. Toolbar Reference
6. Working with Nodes
7. Settings Panel
8. Exporting the Graph
9. Circular Reference Warnings
10. FAQ

1. Installation & Activation

1.1 Install from Zoho Marketplace

1. Visit Zoho Marketplace and search for OrgTree.
2. Click Install Now and follow the on-screen prompts to authorize the extension.
3. Once installed, go to Zoho CRM → Setup → Marketplace → Installed Extensions and confirm OrgTree shows as Active.

2. Opening OrgTree from an Account or Contact

OrgTree works on both Account and Contact detail pages.

1. Open any Account or Contact record in Zoho CRM.
2. Locate the OrgTree widget in the right-side panel (or bottom panel, depending on your layout).
3. The widget loads automatically and displays the Sidebar Summary Panel for the current record.

Note: If the widget does not appear, contact your CRM administrator to confirm OrgTree has been enabled for the current page layout.

3. Sidebar Summary Panel

The Sidebar Summary Panel gives you a quick snapshot of the current account without opening the full graph.

It displays the following information:

Click Open Graph in the summary panel to launch the full interactive tree view.

4. Full Graph View

After clicking “Open Graph,” OrgTree renders the complete org tree in a popup overlay.

4.1 Graph Structure

The tree is made up of two node types:

• Account nodes (rectangles): Represent an Account record. Child accounts are recursively expanded beneath each parent.
• Contact nodes (rounded rectangles): Represent a Contact record, displayed under their linked account, organized by Reporting_To relationships.

4.2 Loading Behavior

OrgTree fetches child accounts at the same depth level in parallel (using Promise.all), delivering 3–10× faster load times compared to sequential requests. A loading indicator is shown while data is being fetched.

5. Toolbar Reference

The floating toolbar on the right side of the graph view provides the following controls:

All toolbar buttons are fully keyboard-accessible: use Tab to focus and Enter or Space to activate.

6. Working with Nodes

6.1 Click to Open Record

Click any account or contact node in the graph to open that record’s detail page directly inside Zoho CRM.

6.2 Pan the Graph

Click and drag on an empty area of the graph to pan (move) the view.

6.3 Scroll to Zoom

Scroll the mouse wheel while hovering over the graph area to zoom in or out.

7. Settings Panel

Click the ⚙️ Settings button in the toolbar to open the settings panel.

7.1 Max Hierarchy Depth

Controls how many levels of child accounts are expanded in the graph. Range: 1–10, default: 5.

• Use a lower value for large organizations to keep load times fast and the graph readable.
• Use a higher value when you need to see the full depth of a complex hierarchy.

Click Save to apply the change. The graph will automatically reload.

7.2 Custom Contact Label Field

Select any field from the Contacts module to display as a badge on each contact node.

Common configurations:

Click Save to apply. All contact node badges in the graph will update immediately.

8. Exporting the Graph

1. In the full graph view, click the 📸 Export PNG button in the toolbar.
2. OrgTree captures the current graph view and saves it as a high-resolution PNG file.
3. The file is downloaded automatically via your browser.

Tip: Before exporting, click Fit to Screen to ensure the entire graph is visible and captured completely.

9. Circular Reference Warnings

A circular reference occurs when an account or contact chain loops back on itself (for example, Account A’s parent is Account B, and Account B’s parent is Account A).

OrgTree automatically detects circular references and handles them gracefully — no crashes or infinite loops.

How circular references are indicated:

• The node where the loop is detected displays a ⚠️ badge icon.
• A toast notification appears at the bottom of the screen to alert you.
• The graph stops expanding at that node to prevent infinite recursion.

10. FAQ

Q: The graph opens but shows no nodes. What’s wrong?

A: This typically means the current account has no child accounts or linked contacts in Zoho CRM. If you believe data exists, try refreshing the page or check your network connection.

Q: Contact nodes are not showing in the graph.

A: Contact nodes only appear when the contact’s Account Name field is populated. Please verify that the contact is properly linked to an account in Zoho CRM.

Q: Some accounts disappeared after I changed the depth limit.

A: This is expected behavior. Accounts deeper than the configured max depth will not be expanded. To see them, open the Settings panel and increase the Max Hierarchy Depth value.

Q: The exported PNG is cut off or incomplete.

A: Before exporting, click the Fit to Screen button to ensure the full graph is visible within the viewport, then export again.

Q: How do I change the interface language?

A: OrgTree automatically detects your browser’s language setting. If your browser is set to Chinese (Simplified), the interface will appear in Chinese. If set to English, it will appear in English. Both languages are supported out of the box.

Q: Can I use OrgTree on mobile?

A: OrgTree is currently optimized for the Zoho CRM web interface on desktop browsers. Mobile browser support may vary.