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

Click Edit icon to modify selected record(s).

Click Delete icon to delete selected record(s).

4. Go to top left of the List view to perform following bulk operations

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 icon to modify existing content.

2. Click Delete icon to delete the existing Organization record.

3. Click Duplicate icon to clone existing Organization record.

4. Click Send Mail icon to send email to existing Contacts listed under the Organization record.

5. Click Add Event icon to schedule a Call or Meeting and Select Add To Do icon to schedule a task.

6. Click Add Document icon to attach a document to existing Organization record.

7. Click Show Organization Hierarchy icon to view administrative body with each Organization subordinate to the one above.

8. Click View History icon to view history of changes made on Organization record.