If you didn't find what you were looking for you can try another search.
...If you communicate to Organisations and your product is aimed at Organisations - using InTouch you are able to create a clear structure to your information, so if you have that key contact or want to...
...This guide draws together some key strands relating to Organisations and how they link to other parts of the system. Terminology You will see the terms: Organisation, Business, Company within our...
...them as you have linked contacts, we always suggest to do an import of Organisations first (matching Company Name in your file to NAME in the import) followed by a Contact dataload within which you...
...When you go via Contacts > Organisations you can set the option to view just your own organisations, as opposed to viewing every user's organisation.Go to Contacts > Settings and tick the box...
...Unlike contacts, there is no way (other than manually merging them) to bring together two or more organisations and share the history/information held within...
...How to create groups from Organisations:Add your group types to “Organisation Type Customisation” which can be found via Set Up & More > System ConfigurationThen make sure that your...
...If you have a Spreadsheet (CSV File) with lots of Organisation Details (e.g. Company name, address, telephone) which you would like to upload to the system, then you can... you can even link to those...
...To export your Organisations (which includes organisation custom fields) simply go to Contacts > Organisations > Options > ExportThen click on the Create New Export File button:The export...
.... However, there is no Advanced Search currently in the system for Organisation.What you can do though, is run a report on your organisations using the Reporting Tool on the left hand menu and then...
...the ability to add organisations into a group and then target email campaigns etc to organisations as well as the existing options.To add an organisation into a group, follow this process:1) Go to...