Organizations

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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.

Related Articles Contacts Customer Manager

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.