Organizations

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An Organization represents a company you are doing business with. It may have multiple employees and be associated with various products or services. Organization records are typically created for customers who purchase from your business.

A Contact, on the other hand, can either be an individual doing business personally or someone representing an organization. You create a contact record when you have a new lead or individual contact. You can also link the contact to an existing organization by creating an associated organization record.

You can perform a variety of actions in the CRM to manage organizational data. These include adding, editing, deleting, and viewing records. Additionally, you can filter data based on specific criteria and generate detailed reports for better insights.

Organizations Actions

You can access organization (accounts) actions directly from the Organizations module, either from the List View or within the Detail View / Summary View of a specific record. The available account actions include the following:

Create Account – Opens a new form in Edit View where you can create a new organization (account) record.
Displaying Organizational Data – You can view organization records from the Organizations module or related modules like Deals, Quotes, etc. Defalto CRM supports three types of views:
- List View – Displays multiple organization records.
- Summary View and Detail View – Used to view detailed information for a single record.
Editing Organization Data – You can edit one or multiple records directly from the List View. To edit details of a single record, use the Summary View.
Deleting an Organization Record – Organization records can be deleted from both the List View and the Summary View.
Import Accounts – Takes you to the Import Wizard to import organization data into the CRM.

Organization Hierarchy

If you work with companies that are spread across multiple locations or operate through branches, mapping the organization hierarchy in the CRM can be highly beneficial.

This feature helps you visualize the structure of parent companies and their subsidiaries, making it easier to manage relationships and access related data quickly and efficiently.

Using the Member Of field, you can create a link between one organization and another. This allows you to define parent-child relationships within the organization hierarchy.

Click on Organization Hierarchy to get an overview of associated companies, as shown in the image below.