Here we will go through how to set up the organisation view in webCRM. If you haven't already read it, you can also take a look at the introduction to the new organisation view, where we go through the different tabs and functionality.
In order to edit the setup you go to Actions and Edit setup.
IMPORTANT: Be aware that you can choose which type of organisation you want to edit the setup for. Make sure you have chosen the correct type for the setup you want.
In the setup you can edit the tabs Details, Fields and in this example Vainu. If you use another integration like Bisnode, your tab will be called that.
The Details tab contains lists of the different entities related to the organisation like activities, pipeline, orders, meetings etc. It is the same list as on the front page. With drag'n drop you can easily drag entity lists from the panel in the right side to the page.
The Fields tab contains the fields you fill out and edit on the organisation. On the old customer card you would have to click on the pencil to edit, but now you can do it directly from this tab.
On the Vainu tab there are different lists with custom industries, financial data and other information gathered from Vainu.
Every information panel can be edited by clicking on the pencil in the corner of the panel.
In the right side you can then choose to add more fields by clicking "+ Add field".
You can combine lists and fields on the same tab if you want to, it does not have to be split into two tabs.
You can also add more tabs if you need, and you can edit the order of the tabs too. In order to do that, click on the cogwheel in the right corner.
Now you will see all the tabs on a list. The grey tabs cannot be removed or renamed, as they are system tabs.
You can easily remove the tabs you do not want on the organisation/customer card. You do that by clicking on the X next to the tab.
You can decide which order you would like the tabs in. In the example below we have chosen that the Details tab should be the first one.
You can add new tabs by clicking on the "+ Add". That could be if you would like a specific tab with fields related to certain ERP integrations.
Note: If you have activated Individual organisation layout on Organisations, you can create a setup just for you or something you would like to save for all users.
Otherwise you won't see this option.
Individual organisation layout is activated under Main Settings (requires admin rights).
