Viewing an Organisation record
There are several ways to locate an Organisation record.
The quickest and easiest is via the Quick Search, located on the right-hand side of the menu.
Enter the Name or ID of the organisation and press Enter on your keyboard. The search window will open, displaying all results. Ensure you're on the Organisation tab and click the Organisation name.
Organisations can also be accessed via the View menu - View > Organisations > All Organisations.
Finally, Organisations can be accessed using the Structure Viewer.
🤓 Tip Organisation records can also be accessed from within another related record, such as a Contact or Vacancy. Within the Record Bar of the record, look for the Organisation widget - click this to be taken to that Organisation record.
Organisation Record Layout
The Organisation Record is made up of two distinct sections.
Record Bar and Tabs
Across the top of the page we have the Record Bar and Tabs.
Here you can find all the basic related information, such as the Name and ID. You will also have social media links, contacting tools and map views based on where the record is located.
Each tab displays records linked to that organisation.
Summary Tab
The Summary Tab is the default landing page whenever you open a record. It is from here you can edit the record, view an overview of the record details and a summary of all Activity:
Down the left hand column, you can navigate between pages within the record, to quickly identify and edit any information stored against either the company or contact record. Click the tab to update the overview, or use the Edit icon to make any changes to each page.
The Overview is in the centre of the summary, which shows all the key information of the record. You can change the layout of this section, allowing you to optimise and promote any key fields, making it easier to quickly find the information you need. Do this by clicking the layout manager next to Overview in the left hand navigation.
Activity - The final column is a snapshot of the recent activity for the Organisation and . This allows you to quickly see correspondence, call logs and any other activity for the record. You can also access the Activity tab, for a more in depth look into the audit history.