org chart from outlook

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  • Updated 4 years ago
I'd like to visualize my outlook contacts in an org chart in MindManager.  I'm running MM 14 and Outlook 2013.   I use the Managers Name to provide for the org chart connections.   I have played around a little with Outlook Contacts in MM but the search doesn't seem to have any way to grab specific contacts...it is a "subject" field and doesn't have any effect on Contacts.  Secondly when I get them (via Category) there is no org chart automatically created...I need to do it manually.   What is the value of this connection via sync to Outlook contacts? I'm not seeing much for this purpose but may not understand how to do it.  
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Clark MacDonald

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Posted 4 years ago

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Alex Gooding, Champion

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Not sure what you are trying to do here, though I agree the Outlook import facility is fairly limited.

If you have contacts grouped by category you could import them one category at a time (bearing in mind that contacts with more than one category will be imported more than once). MM should group them accordingly - but that's about it.

It would be great if MM could import multiple categories in one go automatically and group them by category. However to be fair to MM it would be difficult to go much beyond that in terms of automatically creating an org chart. MM does not know anything more about company hierarchies than Outlook can tell it, and Outlook is a very egalitarian program - the CEO and the receptionist are stored at the same level.

One possibility is if you can export your contacts to Excel and then construct a hierarchical table. You could then use the pivot table facility to import this to MM where it should appear as a structured map (search this forum for my post on how to do this) which you can then turn into an org chart. However it's up to you to decide if this is easier than doing all the work in MM.

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Clark MacDonald

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Thanks for the replay.  Good to know that I'm not missing some obvious feature.   I was hoping that MM might look at Manager's name field and build one from there.  Outlook however doesn't put much field accuracy control on Manager's name...you can type anything in there.     I've been doing the manual  excel option but with Visio that has a wizard for importing, it works okay as long as the Manager's name is an exact match.   I will check  your post out.  Thanks again.