How to create an organization?
The organization module helps manage
the company details, and In this module, you can add edit Organization information
with ease.
1. Select the “Organization” module from the left
navigation panel.
2. Enter the “Primary Information” details:
A. Select the organization from the “Choose Organization” option.
B. Add the “Organization Logo.”
C. Enter the email detail.
D.
Enter the required “Organization Description.”
E.
Enter the “Service Address” and “Billing
Address” details.
3. Click
the “+ Pick Customers” button under the “Customers” section.
4. You will get a pop-up to choose the customer
using the “+” option. The Customer Name, Contact Number, Email, and Category
will be prefilled.
The Organization module contains different company details linked with the customer contacts. By associating these modules, you can help the field technician to operate efficiently.
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