How to access and manage organizations in the Zuper mobile app?
The organizations module in Zuper is designed to streamline the management of organization details. It allows you to efficiently handle organization information, map organizations to customers, and create new jobs associated with an organization. This module is essential for tracking organization-related activities and ensuring accurate records.
In this article, you will learn how to navigate the organization's listing and details pages. We'll cover how to view and search for organizations, apply filters, and sort data, as well as how to manage organization-related activities. Whether you're using the mobile or tablet version, this article will help you maximize Zuper's features to enhance your organization's management process.
Organizations listing Page
1. Select the
"Clients" module from the top-left
hamburger icon 
and choose “Organizations” from the drop-down menu.
Mobile:
Tab:
2. You can view all organizations in the “Organizations” listing page.
Mobile:
Tab:
3. Use the “Search” icon to find an specific organization.
Mobile:
Tab:
4. Use the down arrow 
to view quick filter(s).
Mobile:
Tab:
5. Use the “Filter” icon to sort and filter the organization details.
Mobile:
Tab:
Organizations details page
To view any of the organization's details, follow these steps:
1. Select the
"Clients" module from the top-left
hamburger icon.
2. Choose “Organizations” from the drop-down menu. You'll land on the organization's listing page.
3. Select one of the organizations from the listing page to view its details under the "Details" tab.
2. Choose “Organizations” from the drop-down menu. You'll land on the organization's listing page.
3. Select one of the organizations from the listing page to view its details under the "Details" tab.
Mobile:
Tab:
- Associated: Shows all the modules linked to the organization.
- Notes: This allows you to enter notes, attach images, audio, video, or documents, and associate them with other module. Notes can be set either as public or private.
- Activity: Shows a log of actions and updates that have occurred within the organization.
Mobile:
Tab:
5. You can also "Edit,” “Deactivate,” or "Delete" an organization by clicking the "kebab" icon at the top right corner of the organization's page.
Mobile:
Tab:
Quick actions
In addition to viewing organization details, you can perform additional quick actions, such as emailing the organization, adding notes, and creating a new job, quote or invoice. To do so, simply use the quick action buttons: "Email," "Add note," and "New" located at the top of the organization page.
Mobile:
Mobile:
Tab:
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