Similarly to the Contacts submodule, this is where you can save and edit the list of your Organizations. You can add organizations one by one or import them from a spreadsheet.
You can add Contacts to Organizations in 2 ways, bear in mind that Contacts can be part of one organization only:
- Via the detailed view of a Contact, with the Organization field
- Via the detailed view of an Organization, with the "+Contact" button
The detailed view of an Organization allows you to see the information for all of the Global Organization fields that exist, as well as the contacts linked to this organization.
During the import of a spreadsheet of Contacts, Organizations will automatically be assigned to the matching of Contacts and Organizations.
Overview of the Organizations
Overview of an Organization