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What can I see on an Organisation's Card?
What can I see on an Organisation's Card?

All the details you can see on your Organisations

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 10 months ago

Organisation's Card

On the Organisation's card, you can see all their details, such address and phone number, website, type and tags, responsible team or user, status and number of employees.

Tabs

Below the Organisation card is a series of tabs which give you more detail about the Organisation, and the amalgamated information from the Contacts associated with it.

Contacts

On this tab you can see the list of Contacts associated with the Organisation.

Activities

On this tab you can see all the actions that have been taken on the Organisation, such as changing the phone number, and all the actions which have been taken on each Contact associated with the Organisation.

Related

This tab shows Organisations which are related with the current Organisation you're viewing, for example local branches of an overall head office.

Documents

This tab shows all the documents which have been uploaded to Contacts associated with this Organisation.

Associations

This tab shows you all the records associated with the Organisation.

Associations are a way to link two different records together, for example, a Student with a School. You can read more about how this works here.

Events

This tab shows you how many events have been run at this Organisation. For details on how to add event details here, see Activity Reporting on Events.

Tasks

The Tasks tab shows you all the tasks associated with all Contacts for the Organisation and for the Organisation itself. You can add new tasks from the 'More Options' triple dot menu.


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