Organization List

Add an Organization

• Organizations can be added using the + Create New button Complete the mandatory fields, and any optional fields. Select Create to add the organization.

Organizations List

• You can configure the available display columns in the list to show the information that is important to you using the Cog Icon
• Click on a specific organization record to view more information about that organization
• Click on the File Box icon next to any organization you wish to archive

Searching Organizations

• Quick Filter - Use to easily find a specific organization record, searching against their Name
• Advanced Filter - Select the Funnel icon to expose additional search filters, including Industry, City, Country.
• Archived - Use the File Box icon to filter the list to organizations which have been archived
• Export - Use the Download Arrow icon to export the filtered list of organizations
• Contacts - View Contacts for the listed organizations Global Search - with the filter switched to Organizations you can search for organizations by name, and see matching results displayed in the Organization list

Organization Record

Manage Organizations

From an Organizations record the following options are available to you

• Archive - If an Organization is no longer needed, mark them as Archived. This will remove them from general Organization searches, but will still be accessible from the Organizations list and Archived Organizations’s option.
• Contacts - View any existing organization’s contact’s and add new ones
• Logo - Upload an organizations logo
• Industry - The industry field uses a Simple List data. The list should be called Industry in the Collaboration app.
• Region - The region field is hidden by default and it uses a Simple List data. The list should be called ExternalOrganizationRegions in the Collaboration app.

Plug-ins

Customer Manager

If Customer Manager is also installed on your instance the following additional functionality will be available against each organization

• Activity Stream - Collaborate, Post and Comment on topics relating to the organization
• Activities - Create and manage activities related to the organization, such as reviews
• Members - Link internal staff to the organization and define their roles (Account Manager etc)
• Documents - Search for an link documents held in Document Manager directly to the organization
• Attachments - Upload and hold attachments against the organization (contracts etc)
• Service Contracts (BETA) - Define service contracts, including supported items for the organization

Service Manager

If Service Manager is also installed on your instance you will see a list of requests which have been logged against each organization when viewing the organizations details

• Manage which of the organizations contacts who have portal access, can also cancel service requests, and view requests raised from other contacts at the organization via the customer portal

Administration

• Users with the Form Designer role, will be able to add custom fields, hide existing fields, edit their properties, and edit which sections of the organization record, fields are displayed in. This can achieved by dragging and dropping the fields into the required sections. With the Form Designer role, users will see a Design option to go into edit mode.
• Custom Buttons - Create custom buttons on the organizations details. Typical use of organizations custom buttons could be to link to a document (held in Document Manager, or other externally accessible cloud solution)
  • To create custom button, define the required URL, add in the variable (if required), in the above example possibly a document id held in one of organizations custom fields, give it a title, tooltip, icon and color