Creating multi-record boxes during import


OrgPlus allows you to create box that contains multiple employees. For example, you can create a box that contains all sales associates. You can manually create multi-record boxes or OrgPlus can automatically create them during import. This article describes how to automatically create multi-record boxes during data import.


To Create a Multi-Record box

  • Right-Click Box
  • Select Box Properties
  • Click the Box Layout Tab
  • Select a Field in the box diagram on the right
  • Click the Layout Options Buttonmultirecord-boxes-1
  • Click the Multi-record Tab
  • Click the Multi-Record Box Checkbox
  • Select the number of Columns
  • Click OK
  • Select how you want this feature applied – Entire chart, Selection or Active sub-chartmultirecord-boxes-2