This module allows the smooth management of all your organization, and it enhances collaboration and drives productivity while conveniently managing every organization’s needs in one place. These organizations can include the ones you’re providing your services as well as the ones from whom you are receiving services. For instance, a company that you buy products from or provides your installation services. Organizations can be partners, competitors, advocates, distributors, resellers, consultants, etc.

To create an Organization:

• Navigate to Administration
• Select Organization
• Click the Add Organization button to a new organization
• Fields with (*) are mandatory as marked in yellow.

BASIC INFORMATION 

• Enter the name of the organization (*)
• Enter the organization’s website
• Enter the primary phone of the organization
• Enter the secondary phone -Enter primary email
• Enter secondary email
• Choose the country (*)
• Select the Type as (Advocacy, Competitor, Consultant, Distributor, Financer, Internet Provider, Partner, Reseller, Service Provider, or other).
• Ensure the organization membership is selected
• Assign the organization to one of your staff/engineers.
• Check the Do not Call checkbox to disallow calls
• Check the Email opt-out checkbox to allow automatic emailing to said organization
• Check the SMS opt Out checkbox to allow automatic SMS
• Check the Mark as Vendor checkbox to indicate that the organization provides product or services to you.
• Check the Access Customer Portal to allow access to the specific organization portal

Mailing address

Enter mailing information as shown below

• Add a brief Description of the Organization if necessary
• Upload the organization logo if available then save.

Organization Index Page

Organization Index Page provides a foundational hub for accessing and managing detailed information about a specific organization. It is designed to provide with a holistic view of the organization’s data and its associations, making navigation and management intuitive and efficient.

Accessing an Organization Index Page

From Administration

• Navigate to Organization
• From the list of Organizations
• Click on a particular Organization as shown in the image

Organization Summary Page

The Organization Summary Page provides a concise overview of a specific organization, offering key details at a glance to facilitate quick assessments and decisions. This page is designed to consolidate critical organizational data in an accessible format.

Focus area

1. Basic Information: Displays the organization’s name, logo, industry type, location, and primary contact details.

2. Associated Contacts: Summarizes key individuals linked to the organization, such as primary contacts or stakeholders.
3. Activity Snapshot: Highlights recent activities involving the organization, such as document uploads, invoice generation, or service activations.

Organization Detail Page

The Organization Detail Page provides a complete overview of all data related to a specific organization. This page is ideal for in-depth analysis and operational management.

• Complete Profile Information: Includes the organization’s full name, registration details, address, email, phone number, and additional custom fields.
• Associated Records: Displays all linked contacts, documents, subscriptions, services, invoices, and purchase orders.
• Activity Log: Provides a chronological record of interactions, updates, and changes related to the organization.
• Customization Options: Allows users to add or modify data fields to meet specific organizational needs.

Contacts and Relationship with Organization

This section lists all contact linked to the organization. It shows the relationship with contacts. Additionally, you can add a contact or as many contacts here to create the relationsip with a particular organization.

Subscriptions

This section tracks all active, inactive, or pending subscriptions linked to the organization. It provides subscription type, start and end dates, costs, and renewal status. Subscriptions can also be added from here. It shows all total subscriptions here

Services

This section manages the services provided to the specific organization, ensuring clarity and efficient tracking.

• Service Overview: Lists all active and inactive services.
• Usage Metrics: Tracks the usage or performance of specific services (if applicable).
• Service Fields: Allows the addition of specific details or metrics for unique services.

Invoice

The Invoices Section is dedicated to tracking all billing-related interactions with the organization.

• Invoice List: Displays invoice numbers, dates, amounts, and statuses (paid, unpaid, overdue).
• Payment History: Offers a detailed view of past transactions.
• Integration: Links invoices to subscriptions, services, or purchase orders.

Purchase Orders

This section tracks purchase orders issued to theorganization, ensuring financial transparency and accountability.

• Order Details: Includes purchase order numbers, dates, vendors, and amounts.
• Status Tracking: Monitors the progress of purchase orders (e.g., pending, approved, completed).
• Linked Records: Connects purchase orders to invoices or documents for smooth tracking.

Documents

The Documents Section stores and organizes all files related to the organization, ensuring secure and efficient access.

• Document Management: Allows uploading, categorizing, and retrieving documents such as contracts, agreements, or compliance files.
• Search and Filters: Offers advanced search and filtering options for quick access. Version Control: Tracks changes made to documents over time.