Organizations are a union of contacts of the same company.
In Organizations, you can create, edit, and delete organizations.
Go to Customers → Organizations.
Create an Organization
Click on the button Create Organization.
Fields / Functions | Description |
---|---|
Name | Name of the organization |
Domain | Web Domain of the organization |
Auto-assign customers with this domain | If a customer has the same domain in his email, he automatically assigns it to this organization. |
Select a time zone | Time zone of the customer |
Locale | Language of the organization |
Note | Internal notes. |
Edit Organization
In the last column, three dots appearwhen you hover it with the mouse. Click on the dots to open the menu and select edit.
Delete Organization
You can delete an organization. Select an organization and click on Delete at the top of the table, and then Yes, I confirm.
Filter
Click on Type to add filter.
A menu opens and selects a filter, e.g., User.
Automatically, a new dropdown appears where you choose content, e.g., Amy.
You can add multiple filters. They are all connected with an OR, e.g., User=Amy OR User=Michael OR Team=Sales.
If you don’t select a filter, it searches overall.