How to access the Organization details page in V3 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.
1. Select the "Clients" module from the left navigation menu and choose the "Organizations" Module.
2. Click the Organization to view the organization details.
3. The organization details have a three-column layout with information & actions available in each pane for quick access.
1. Left Pane - The quick action and various sections.
2. Center Pane - The left pane details are viewed in the center pane.
3. Right Pane - The right pane will have the other module-associated details.
Left Pane:
The Left pane 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 activity.
Quick Actions:
1. The Admins and back-office users contact the organization such as Dispatchers and Supervisors, via Mail button.
2. Click the "+ New" button to create a new Job or new quote from the Organization module.
4. Click the "+ Add Note" button to create a new note.
Organization Notes are comments or information that are added to an organization module over its course. These notes add more context to the Organization. Your notes can be anything ranging from a simple text reminder to an image of the item service and video or document. All added notes can be viewed under the Notes Section in the left pane of the Organization Details Page.
1. Click the "+Add Note" to add the notes. You can use the rich text editor to enter the note details.
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,
2. Note Visibility:
· Internal (Default) – This privacy setting will help you make the note visible to all your Zuper users in your account.
· Private – This note is visible only to the user who created the note.
· 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.
3. The note is created successfully.
4. 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 that cover Primary Details and Other Details (This 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 associated Jobs with the Organization.
Note: You can click the "Job Title" or "Job No." to view the job in detail. Right Pane
The right pane contains the other module details that are interlinked with the organization module.
View the Customer linked to the Organization:
1. You can view the organization linked to the Customer.
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 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 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 click the "Create" button to create the new asset.
3. The new asset based on the organization 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, 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.
Choose from the fields.
a. Filter by Invoice Status – Select one of the options from the drop-down list.
The options are “All Status,” “Open Invoices,” and “Overdue.”
b. 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.”
c. Select any of the buttons to perform the actions.
Print – Click to print the invoice statement.
Download – Click to download the invoice statement.
Email – Click to Email the invoice statement.
Note: You can preview the invoice statement in the right-side panel of the pop-up. Deactivate Organization
You can deactivate the organization temporarily, and later, you can activate them.
Note: Once you deactivate the organization, you will get an option to either delete or re-activate the organization again.
After the new organization creation or when you need to modify the existing organization details, you can perform many major actions from the organization details page.
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