How to access and manage organization details in the Zuper web app

How to access and manage organization details in the Zuper web app

The Organization details page lets you view the complete information of the organization and all its associated records in a single place. From the organization listing page, you can click any one of the organization names to go to the organization details page.

Navigation: Clients --> Organization 


1. Click the "Clients" module from the left navigation menu and select "Organizations." 


2. Click the Organization to view the organization details.  

 
3. The organization details have a three-column layout with information and actions available in each panel for quick access.
  1. Left Panel - The quick action and various sections. 
  2. Center Panel - The details on the left panel are viewed in the center panel. 
  3. Right Panel - The right panel will have the other module-associated details. 

 

 

Left Panel

The Left panel contains the organization-related details. Following this information, you can notice the quick actions bar, which offers you contextual action buttons such as mail your organization and add notes. 

 Below the quick actions bar, you can find the organization details, notes, jobs, and activities. 

Quick Actions:

1. Admins and back-office users, such as dispatchers and supervisors, contact the organization via the Mail button. 

 

2. Use the "+ New" button to create a new Job or new quote from the Organization module. 


3. Use the "+ Add Note" button to create a new note. 
Organization Notes are comments or information added to an organization module over time. These notes add more context to the Organization. Your notes can be anything from a simple text reminder to an image of the item service and a video or document. All added notes can be viewed under the Notes Section in the left panel of the Organization details page. 

4. Use the "+Add Note" to add the notes. You can also use the rich text editor to enter the note details. 


5. Attach Fields - Image, Audio, Video, and Document – You can add various multimedia files. Use the “+” option to associate the notes with other modules such as customer, property, etc,


6. Note Visibility:

  1. Internal (Default) – This privacy setting will help you make the note visible to all your Zuper users in your account.
  2. Private – This note is visible only to the user who created the note.
  3. Public - This privacy setting will help you make the note public to all, including the Organization. 

You can see the Organization module associated with the notes. Click the "Post Note" button to post the notes. 

The note is created successfully. 



7. You can sort the notes based on the newest or oldest. 

Organization Details:

1. Select the "Details" section to view all the organization-related details, including Primary Details and Other Details (which will have organization-specific custom fields). 


2. Select the "Notes" section to view all the notes created for the organization. You can also create new notes and manage them. 
You can change the "Notes Privacy, Edit Note, and Delete Note."
Note: The edit and delete options are available only for the user who created the note. 


3. Select the "Activity" view the logs specific to the organization module. 


4. Select the "Jobs" section to view all the jobs associated with the organization. 
Note: You can click the "Job Title" or "Job No." to view the job in detail. 



Right Panel

The right panel contains the other module details that are interlinked with the organization module. 

View the customer linked to the organization:

You can view the organization linked to the customer in the Customer Associated section.


Add properties to the organization

1. Click the "+" icon next to the "Properties Associated" to create and associate the invoice. 


2. The organization details will be copied automatically, and click the "Create" button to create the new property. 


3. The new property based on the organization details is created successfully. 


Add quotes to the organization

1. Click the "+" icon next to the "Quotes Associated" to create and associate the quote. 

 
2.  The organization details will be copied automatically, and click the "Save as Draft" button to create the new quote. 


3. The new quotation based on the organization details is created successfully. 


Add invoices to the organization

1. Click the "+" icon next to the "Invoices Associated" to create and associate the invoice. 

 
2.  The Organization details will be copied automatically, and then click the "Save as Draft" button to create the new invoice. 


3. The new invoice based on the organization details is created successfully. 


Add contracts to the organization

1. Click the "+" icon next to the "Contracts" to create and associate the contract.  

2.  The Organization details will be copied automatically, and then click the "Create" button to create the new contract. 


3.  The new contract is created successfully based on the organization's details. 



Add assets to the organization

1. Click the "+" icon next to the "Assets Associated" to associate the asset. 

 
2. The Organization details will be copied automatically, and then click the "Create" button to create the new asset. 


3. The new asset based on the organization's details is created successfully. 

More Actions

Under the More Actions section, you can perform various actions, such as Edit Organization, Email / SMS, Print / Send Statement, and Deactivate/Activate. 

Edit Organization

1. Click the "Update Organization" button to edit the organization details. 


Print / Send Statement

1. Select “More Options” from the top left corner. Choose the “Print / Send Statement” option.
2. Choose from the fields.
  1. Filter by Invoice Status – Select one of the options from the drop-down list. The options are “All Status,” “Open Invoices,” and “Overdue.”
  2. Statement Period – Select any one of the period ranges from the drop-down list. The options are “This Month,” “Last Month,” “Last 3 Months,” and “Custom Range.”
3. Select any of the buttons to perform the actions. 
  1. Print – Click to print the invoice statement.
  2. Download – Click to download the invoice statement.
  3. Email – Click to Email the invoice statement.
Note: You can preview the invoice statement in the pop-up on the right-hand side panel. 


Deactivate Organization

You can deactivate the organization temporarily, and later, you can activate them. 



Note: Once you deactivate the organization, you will have the option to either delete it or reactivate it. 

After creating a new organization or when you need to modify the existing organization details, you can perform many major actions from the organization details page.