Organisations

The organisations screen lists all the companies that you currently have in your database.

 

Organisations

 

You can click on an organisation to load their individual profile.

 

Organisation

 

A number of workflow / action buttons (as shown in the above example in yellow or grey) are configured to undertake a number of different activities. These buttons may differ depending on your custom configuration of RADAR, however, some default buttons exist to create organisation records, update a record (via a pop-up workflow form), and update/add a contact.

 

Default tabs on the organisations screen include the following (note that additional custom modules will not be documented here):

 

Summary

Is the main screen and the first tab that loads when entering an organisation record.

Key fields: lists the fields that have been identified as the most important to view on this screen. To view all of the fields, click onto the Details tab.

Callbacks: Lists activities that are scheduled against this organisation record. Clicking ‘Add To Do’ or ‘Add Event’ will allow you to schedule new activities here.

Comments: Lists notes recorded against this organisation record in chronological order, with the most recent at the top. Entries may also be made here automatically by workflow activities.

 

Details

This screen details all of the fields (visible to the user based on their permissions) segmented into their groups.

 

Recent Updates

Lists the full audit trail of all activities and updates with the record.

 

Contacts

The contacts linked with this organisation record are shown here.

 

Opportunities

The opportunities linked with this organisation record are shown here.

 

Activities

The activities linked with this organisation record are shown here.

 

Emails

The emails sent to contacts associated with this organisation record are shown here.

 

Projects

The projects linked with this organisation record are shown here.

 

Documents

The documents linked with this organisation record are shown here.

 

Campaigns

The marketing campaigns that this organisation record has been included within are shown here.

 

Comments

The full comment history linked with this organisation record are shown here.

 

Tickets

The service tickets linked with this organisation record are shown here.

 

 

 

 

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