Working with Organizations

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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 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.

Organizations Details

Contacts

Service Contracts (Beta)

Documents

Requests

Attachments

Activities

Members