The organisations screen lists all the companies that you currently have in your database.
You can click on an organisation to load their individual profile.
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.