Knowledge Home | ebsuite | Sales | Customer |
What is an Organization
Organizations are company and institution entities that you want to track. They can be your business customers, competitors, suppliers, partners, and so on. The main difference between an Organization and a Contact, is that an Organization is a company entity, and a Contact is an Individual person entity.

For Organization records, you can store general information such as Name, Emails, Phone Numbers, Addresses and so on. You can also store related Contacts, Opportunities, Sales Team, Cases, Activities, Notes and Histories.
You can use our flexible Custom Field feature to store any custom information.

The Organization tab is the front page that lets you quickly display, create, search, and report on Organizations. Our system let you create multiple Views, to display only the data you want to see, only the field you want to see.
 

Related Articles:
No related articles.
 
Attachments:
No attachment found for this article.
 
Was this article helpful?
 
 
Solution #: 1
Category: ebsuite > Sales > Customer
Type: Knowledge Base
Status: Draft


Back to Knowledge & FAQs page.


 
 
Powered by EBSuite.