How to update an organization's details

In OnePageCRM you can edit your existing organization details.

Update organizational details

1
In the Organization view click on the pencil icon.

Organization View l Click on the pencil icon to edit.

2
Add/edit required fields → Save.

Organization View l make required changed and click on the orange

Note: You can edit the description for the organization using the Add organization description link directly under the company's name in the Organization view pop-up.

Contact Profile l click on the dropdown arrow for the organization on the right side. In the pop-up click on Add organization description.

Update the image/logo for an organization

1
Go to your Organization View → click on your initials or your picture placeholder

Here you can either:
  • Upload file
  • Upload from URL

    • Organization View l click on the logo/placeholder for the Organization. In the pop-up select between

    2
    Crop your photo as needed → select Upload.

    Once you selected your image, crop it to the desired size and click on the orange

    Note: To delete the picture, click on the Organization picture and select Delete in the pop-up.

    Organization View l Click on the Organization picture and select Delete below the picture in the pop-up to delete the image.

    Add an organization profile picture with Clearbit

    Clearbit is a third-party service that offers an API for retrieving logos. It allows to extract an organization's logo from either the URL stored for the Organization info or from the URL or email domain saved for the first 10 contacts within the organization.

    1
    Once the contacts have been saved or the Organization URL has been added navigate to the Organization View → click on the picture placeholder.

    Organization View l click on the image placeholder.

    Note:

    • The Organization URL should lead to the organization's main page, as this feature provides logos for Top Level Domains only.

      E.g. www.onepagecrm.com is correct, but www.onepagecrm.com/about/ is not correct.

    • Clearbit will search for logos related to the email address domains, excluding all free email providers, e.g. Google, Hotmail, Yahoo, etc.
    2
    Here you can select from the suggestions by clicking on it.

    Notes:

    • This feature will provide a max. of 10 logos to select from associated with the Organization URL, any Contatc URLs, and Contact email domains.
    • It will check the email address domains and URLs saved for the first 10 contacts added to the organization.
    • If a logo cannot be found based on the first 10 contacts added to the organization, it won't be added. You can still upload a photo from your computer or fetch an image using a URL.
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