CRM

Organization Information

This tab contains the primary details pertaining to an organization at the time of creation. It has three panels which have been described below along with their fields.

Organization Summary

This panel allows you to capture the basic details of an organization.


In the above panel, the following are system-generated fields:

  • Organization No.
  • Assigned To
  • Created Time
  • Created By
  • Modified Time

The system will auto-fill these details based on your login details and the time.

Address Information

This panel allows you to enter primary mailing address as well as alternate address of the organization.


Description Information

This panel allows you to capture any additional information about the organization in the description.