Updating Organisation details
One can edit and update details of an Organisation from Organisation detail page.
You can change the details of an Organisation like Name, Domain and Custom Fields or update them from the Contact section in CRM Module.
From the Organisation Detail page
- Navigate to CRM Application
- Click on Contacts tab on Navigation tab
- Select Organisation tab
- Then click on the organization you want to edit/update
- In Organisation details page, click on the custom field
- Enter the changes and click on save.
From Organisation list view
Alternatively, you can also change major organization details like Name, Mobile number, Owner, website and address right from organization page:
- Navigate to CRM Application
- Click on Contacts tab on Navigation tab
- Select Organisation tab
- Then click on the edit icon on the organization you want to edit/update
- Enter the changes you want to make
- Then click on Save
Note:
- You need to have access to the Contacts section in CRM Application.