Working with Organization View (Account View)

If you have more than one contact in an organization, OnePageCRM creates an Organization view (Account view).  An Organization view is created automatically if multiple contacts have the same organization name. 

How to access the Organization

You can access the Organization view in the Action Stream or the Contact view.

• In the Action Stream, click on the account view icon.

• In the Contact view click on the organization icon 

The Organization view displays the following information associated with the organization: 

• Description
• Phone number
• Web address
• Custom fields
• Activity associated with all contacts within the organization (deals - won/pending, notes, call notes, emails, actions, and updates).

How to edit Organization details in the Organization

You can also update an organization's description by clicking the pencil icon directly under the company's name in the Organization view pop-up window.

How to manage contacts in the Organization's view

The Organization view allows you to: 

• Add a contact to the organization you're viewing,
• Link contacts associated with another organization to the organization you're viewing.
• Filter by existing contacts associated with the organization.