Difference between revisions of "Organizations"
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| + | __NOTOC__[[Main Page|Home]] > [[Collaboration]] > Organizations | ||
| + | |style="text-align:right;"|[[Category:Collaboration|Index]] | ||
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==Introduction== | ==Introduction== | ||
Organisations 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. | Organisations 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. | ||
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| + | == Related Articles == | ||
| + | :* [[Contacts]] | ||
| + | :* [[Customer_Manager|Customer Manager]] | ||
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==Features== | ==Features== | ||
Revision as of 20:46, 27 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
- Select Contact manager app on the navigation bar
Select ‘All organisations’ button Select the ‘Create New Organisation’ button Complete all the relevant information you need including a logo if possible Select the ‘create’ button
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