Difference between revisions of "Organizations"
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'''Add an Organisations''' | '''Add an Organisations''' | ||
| − | * | + | * Organisations can be added using the + '''Create New''' button |
| − | Complete the mandatory fields, and any optional fields. Select Create to add the | + | Complete the mandatory fields, and any optional fields. Select Create to add the organisation. |
| − | ''' | + | '''Organisations List''' |
* You can configure the available display columns in the list to show the information that is important to you using the Cog Icon | * You can configure the available display columns in the list to show the information that is important to you using the Cog Icon | ||
| − | * Click on a specific | + | * Click on a specific organisation record to view more information about that organisation |
| + | * Click on the '''File Box''' icon next to any organisation you wish to archive | ||
| − | '''Searching | + | '''Searching Organisations''' |
| − | * '''Quick Filter''' - Use to easily find a specific | + | * '''Quick Filter''' - Use to easily find a specific organisation record, searching against their Name |
* '''Advanced Filter''' - Select the Funnel icon to expose additional search filters, including Industry, City, Country. | * '''Advanced Filter''' - Select the Funnel icon to expose additional search filters, including Industry, City, Country. | ||
| − | * '''Archived''' - Use the File Box icon to filter the list to | + | * '''Archived''' - Use the File Box icon to filter the list to organisations which have been archived |
| − | * '''Export''' - Use the Download Arrow icon to export the filtered list of | + | * '''Export''' - Use the Download Arrow icon to export the filtered list of organisations |
| − | '''Global Search''' - with the filter switched to '''Organisations''' you can search for | + | '''Global Search''' - with the filter switched to '''Organisations''' you can search for organisations by name, and see matching results displayed in the Organisation list |
'''Manage Organisations''' | '''Manage Organisations''' | ||
| + | From an Organisations record the following options are available to you | ||
| + | * '''Archive''' - If an Organisation is no longer needed, mark them as Archived. This will remove them from general Organisation searches, but will still be accessible from the Organisations list and Archived Organisations's option. | ||
| + | * '''Contact''' - View any existing organisation's contact's and add new contacts' | ||
==Administration== | ==Administration== | ||
Revision as of 06:59, 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
- Organisations can be added using the + Create New button
Complete the mandatory fields, and any optional fields. Select Create to add the organisation.
Organisations List
- You can configure the available display columns in the list to show the information that is important to you using the Cog Icon
- Click on a specific organisation record to view more information about that organisation
- Click on the File Box icon next to any organisation you wish to archive
Searching Organisations
- Quick Filter - Use to easily find a specific organisation record, searching against their Name
- Advanced Filter - Select the Funnel icon to expose additional search filters, including Industry, City, Country.
- Archived - Use the File Box icon to filter the list to organisations which have been archived
- Export - Use the Download Arrow icon to export the filtered list of organisations
Global Search - with the filter switched to Organisations you can search for organisations by name, and see matching results displayed in the Organisation list
Manage Organisations
From an Organisations record the following options are available to you
- Archive - If an Organisation is no longer needed, mark them as Archived. This will remove them from general Organisation searches, but will still be accessible from the Organisations list and Archived Organisations's option.
- Contact - View any existing organisation's contact's and add new contacts'
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.