Manage records in Organizations module
List of operations you can perform on records in Organizations Home page
- 1. Create Custom filters to classify records as per your requirements. You can limit your search to selected columns and search criteria.
- 2. Search desired records.
- 3. Go to Actions column in List view to perform following operations
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- Click Edit to modify selected record(s).
- Click Delete to delete selected record(s).
- 4. Go to top left of the List view to perform following bulk operations
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- Click Delete button to delete selected record(s) in List view.
- Click Mass Edit button to edit selected record(s) in List view.
- Click Send Mail button to send email to selected record(s) in List view.
- Click Mailer Export button to export email data.
List of operations you can perform on detail view of Organization record
- 1. Click Edit to modify existing content.
- 2. Click Delete to delete the existing Organization record.
- 3. Click Duplicate to clone existing Organization record.
- 4. Click Add Document to attach a document to existing Organization record.
- 5. Click Show Organization Hierarchy to view administrative body with each Organization subordinate to the one above.
- 6. Click View History to to view history of changes made on Organization record.
- 7. Click Add Event to schedule a Call or Meeting and Select Add To Do to schedule a task.