FAQs in this section
What is an Organization?
How do I add an Organization?
How to edit an Organization record?
Can I edit more than the Organization record?
How do I delete an Organization record?
What will happen if I accidentally delete an Organization record?
How do I communicate with a Contact from an Organization record?
How can I find out when and how I last contacted an organization in the Organization module?
What is One View in the Organization module?
Table of Contents
One View widget in Organizations displays the following modules and related information:
- Contacts:
- View details of contacts associated with an organizational record.
- View key fields for each contact as well as social media information.
Reach out to a contact from this section using Call, Email, and the SMS icon.
Unlink a contact from an organization.
- Cases:
- View displays cases raised by the contacts of an organization.
- Create a case using the + icon.
- Unlink a case once it is closed.
- Deals:
- View deals linked to an organization record.
- Create potentials using the + icon through this widget.
- Quotes:
- View quotes linked to an organization record.
- Create a quote from this widget using the + icon.
- Invoices:
- View invoices generated for an organization.
- Create an invoice from this widget using the + icon.
- Sales Orders (SO)
- View SO details for an organization.
- Create a sales order from this widget using the + icon.
- Projects
- View project details for the projects created for an organization.
- Create a project from this widget using the + icon.
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