Difference between revisions of "Working with Organizations"

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===Activity Stream===
 
===Activity Stream===
  
The activity stream (timeline) provides the ability to collaborate on all matters relating to the organization.  Any user who has access to the organization record will be able to view, post, comment, and follow each organisation in order to get updates in their News Feed when an update is added to the timeline of an organization they are following.
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The activity stream (timeline) provides the ability to collaborate on all matters relating to the organization.  Any user who has access to the organization record will be able to view, post, comment, and follow organisations.  Following an organisation will push any updates to their timeline to your News Feed, so you can keep informed in real time about updates to all organizations you are interested in.
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As well as manually posting, and commenting, any administrative actions such as adding a member, creating an activity, linking an attachment will be recorded on the organizations timeline.  
  
 
View the '''Activity Stream''' link in the related information section for more information on working with Activity Streams.
 
View the '''Activity Stream''' link in the related information section for more information on working with Activity Streams.

Revision as of 13:08, 1 August 2017

Home > Customer Manager > Working with Organizations

Introduction

Manage your customers, your activities with them, associated contact's, notes and documentation.

Related Articles

Features

Customer Manager Organization.png

Activity Stream

The activity stream (timeline) provides the ability to collaborate on all matters relating to the organization. Any user who has access to the organization record will be able to view, post, comment, and follow organisations. Following an organisation will push any updates to their timeline to your News Feed, so you can keep informed in real time about updates to all organizations you are interested in.

As well as manually posting, and commenting, any administrative actions such as adding a member, creating an activity, linking an attachment will be recorded on the organizations timeline.

View the Activity Stream link in the related information section for more information on working with Activity Streams.

Organizations Details

Contacts

Service Contracts (Beta)

Documents

Requests

Attachments

Activities

Members