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

• Organizations can be added using the + Create New button

Complete the mandatory fields, and any optional fields. Select Create to add the organization.

Organizations 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 organization record to view more information about that organization

Searching Contacts

• Quick Filter - Use to easily find a specific organization 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• Archived - Use the File Box icon to filter the list to organizations which have been archived
• Export - Use the Download Arrow icon to export the filtered list of organizations

Global Search - with the filter switched to Organisations you can search for organizations by name, and see matching results displayed in the Organization list

Manage Organisations

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.