To add multiple organizations to a contact record in Vtiger CRM, you can follow these steps:
- Log in to the CRM.
- Go to main Menu.
- Go to Essentials > Contacts. A List View of Contacts opens.
- Open the contact record for which you want to add organizations.
- Look for the field where you can add organizations. If it is not visible, you may need to customize the layout to display the organization field.
- To add multiple organizations, click on the field where you can add organizations and select the option to add a new organization.
- Fill in the details of the organization.
- Click Save.
Repeat these steps to add more organizations to the contact record. If you are unable to locate the organization field or need assistance with customizing the layout, you can explore the customization options in Vtiger CRM or reach out to your CRM administrator for further support.