vizrm release - September 2025

We’ve redesigned the View Settings interface in vizrm to give you a faster, more intuitive way to tailor how you see org charts and account structures. Whether you’re preparing for a leadership review, deep-diving into stakeholder relationships, or sharing views with your team, these new controls make it easier to surface exactly what matters

What Changed With This Release

• Chart View Settings Moved In-Context
  All chart configuration settings have been moved to the left-side chart details panel, where they belong — only visible when an org chart is loaded.

• Clearer Organization of Chart Settings
  View controls are now grouped by how users naturally think about data:

  • Organization Data – control hierarchy, departments, reporting lines

  • Contact Data – show or hide contact fields, roles, or CRM attributes

• New Account Menu (Top Right)
  The gear icon has been replaced with an account icon.
  It now includes only account-related actions:

  • Account settings

  • User management

  • Log out

Revised Layout

The Benefits For Users

• Clear separation between account management and chart configuration

• Settings appear only when relevant, reducing clutter

• Terminology now matches real user mental models: Organization vs. Contact data (instead of Chart vs Sidebar view)