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?
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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