Difference between revisions of "Organizations"
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| Line 6: | Line 6: | ||
'''Add an Organisations''' | '''Add an Organisations''' | ||
| − | Select Contact manager app on the navigation bar | + | :*Select Contact manager app on the navigation bar |
Select ‘All organisations’ button | Select ‘All organisations’ button | ||
Select the ‘Create New Organisation’ button | Select the ‘Create New Organisation’ button | ||
| Line 13: | Line 13: | ||
'''Update and Organisation''' | '''Update and Organisation''' | ||
| − | Find the organisation you want to update either alphabetically or by searching | + | :*Find the organisation you want to update either alphabetically or by searching |
Edit the appropriate area using the 'edit' option | Edit the appropriate area using the 'edit' option | ||
Select 'save' | Select 'save' | ||
'''Delete an Organization''' | '''Delete an Organization''' | ||
| − | 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 | ||
[[Category:Collaboration]] | [[Category:Collaboration]] | ||
Revision as of 12:20, 2 February 2015
Home > Collaboration > Organization
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.
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