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Organisations - done
Organisations - done

Learn how to view, search and edit organisations

Callum McFadgen avatar
Written by Callum McFadgen
Updated over a week ago

Organisations can be companies, clubs or associations that you can view and manage via the Organisations page. This allows you to record contact details, permit on-account payment, add comments and track order histories.

Multiple people can be members of an organisation and can inherit the pricing tiers and on account payment permissions of the organisation.

How do I find the organisations page?

  1. Click the Menu icon (three horizontal lines) in the top left corner.

  2. Click Organisations from the menu, this will open the Organisations page.

What information is displayed on the organisations page?

The Organisation page is divided into two sections.

At the top of the page is a Filter that displays the conditions used to filter the organisations that are displayed, such as the following:

  • Keywords

  • Category

  • Tag

  • Status

Below the Filter is the list of the organisations that meet the filtering conditions.

How do I change the filtering conditions for people?

  1. Click the filter icon (magnifying glass) in the top right, this will open a filter dialog.

  2. Select some filter conditions.

  3. Click the confirmation icon (tick) in the top right, this will display a list of organisations that meet the filter conditions.

How do I view an organisation?

Click an organisation from the list of organisations on the Organisations page, this will open the relevant Organisation page, displaying the following information:

  • Title.

  • Logo.

  • Phone number

  • Email address.

  • Website URL.

  • Address.

  • Social media (Facebook, Linkedin, Twitter).

  • Tags.

  • Categories.

  • Status.

  • Pricing tier.

  • Contact person

  • Billing person

  • Orders

  • People

  • Comments.

How do I add an organisation?

  1. Click the add icon (plus) in the top right, this will open an adding dialog.

  2. The organisations title, status and pricing tier are required.

  3. Enter the organisations details,

  4. Click the confirmation icon (tick) in the top right, this will add the new organisation.

How do I edit an organisation?

  1. Open the relevant Organisation page.

  2. Click the options icon (ellipsis) in the top right.

  3. Click Edit, this will open an editing dialog.

  4. Edit the organisations details.

  5. Click the confirmation icon (tick) in the top right, this will update the organisation.

How do I delete an organisation?

  1. Open the relevant Organisation page.

  2. Click the options icon (ellipsis) in the top right.

  3. Click Delete, this will present a confirmation request.

  4. Click OK, this will delete the organisation and close the Organisaiton page.

How do I email an organisation?

  1. Open the relevant Organisation page.

  2. Click the email address field, this will open an email dialog.

  3. Select the email application you wish to use.

  4. Compose your email.

  5. Click Send, this will send the email to the organisation.

How do I call an organisation?

  1. Open the relevant Organisation page.

  2. Click a phone number field, this will open a calling dialog.

  3. Select the calling application you wish to use.

  4. Click Call, this will call the organisations number.

How do I see the location of a organisation address?

  1. Open the relevant Organisations page.

  2. Click an address field, this will open a Google maps page displaying the organisations address location.

How do I view an organisations website?

  1. Open the relevant Organisation page.

  2. Click the website address field, this will open the organisations website.

How do I view an organisations social media?

  1. Open the relevant Organisation page.

  2. Click a social media field, this will open the relevant social media platform for the organisation.

How do I view an organisations contact person?

  1. Open the relevant Organisation page.

  2. Click the contact person field, this will open the relevant Person page.

How do I view an organisations billing person?

  1. Open the relevant Organisation page.

  2. Click the billing person field, this will open the relevant Person page.

How do I add a comment to an organisation?

  1. Open the relevant Organisation page.

  2. Click the comments field.

  3. Click the options icon (ellipsis) in the top right.

  4. Click Add comment.

  5. Enter a Comment.

  6. Click the Confirmation icon (tick) in the top right.

How do I view an organisations order history?

  1. Open the relevant Organisation page.

  2. Click the Orders field, this will open the Orders page displaying a list of the organisations orders.

How do I view people belonging to an organiation?

  1. Click the organisation you would like to view the people from, this will open an Organisation page.

  2. Click the People field, this will open the People page displaying a list of people that belong to the organisation.

These people can be searched or viewed in more detail. Find out more.

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