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View Organization Details

  1. The user browses the Contacts Module -> selects an Organization from the displayed list of contacts and clicks the ‘Manage’ option under the three dots located on the left side of the Organization name;
  2. The system will open the Organization details screen that displays the following:
    1. ‘Name’ field;
    2. ‘User groups’ field with possibility to add/edit the user group;
    3. Widgets:
      1. Addresses;
      2. Emails;
      3. Phones;
    4. ‘Business category’ field;
    5. ‘Description’ text box;
    6. Additional widgets that do not belong to the Contacts Module, but integrated with it:
      1. Dynamic properties;
      2. Search Index;

Fig. View Org Details

Fig. Org Details

Last update: March 23, 2023