Difference between revisions of "Organizations"
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'''Add an Organisations''' | '''Add an Organisations''' | ||
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'''Update and Organisation''' | '''Update and Organisation''' | ||
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:*Find the organisation you want to update either alphabetically or by searching | :*Find the organisation you want to update either alphabetically or by searching | ||
Select the ‘delete’ button and then OK | Select the ‘delete’ button and then OK | ||
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| + | ==Administration== | ||
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| + | Users with the Form Designer role, will be able to add custom fields, hide existing fields, edit their properties, and edit which sections of the organization record, fields are displayed in. This can achieved by dragging and dropping the fields into the required sections. With the Form Designer role, users will see a Design option to go into edit mode. | ||
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[[Category:Collaboration]] | [[Category:Collaboration]] | ||
Revision as of 06:41, 28 July 2017
IntroductionOrganisations are groups of contacts. They are usually your customers. They operate externally to Hornbill so can’t collaborate but can request service from you as a customer. Customer Manager allows organisations to be better managed so that you can improve the relationship you have with your customers. |
Related Articles |
Features
Add an Organisations
Update and Organisation
- Find the organisation you want to update either alphabetically or by searching
Edit the appropriate area using the 'edit' option Select 'save'
Delete an Organization
- Find the organisation you want to update either alphabetically or by searching
Select the ‘delete’ button and then OK
Administration
Users with the Form Designer role, will be able to add custom fields, hide existing fields, edit their properties, and edit which sections of the organization record, fields are displayed in. This can achieved by dragging and dropping the fields into the required sections. With the Form Designer role, users will see a Design option to go into edit mode.