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.

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