Inventory Management - Organizations

Organizations

Organization represents a company or an institution that has multiple employees associated with it.

What is an Organization?

Organization represents a company or an institution that has multiple employees associated with it. Contacts, as in employees, can be directly related to an Organization record. Organization need not always be an existing customer. You will track the business deal through Opportunities. If the deal is won, Organization will represent existing customer. If the deal is lost, you can always have an archive of dead Organizations in your BzCRM with an intention of having business with them sometime in future.

Creating Organizations Manually

You can enter Organization details manually from Organizations Module. This might come handy if you will have to enter Organization details individually.

Steps to create Organization records manually

  1. Click icon
  2. Click Organizations under ESSENTIALS
  3. Click on Add Organization button on top
  4. In the Create Organization view, fill in the Organization details
  5. Click Save

Quick Create

You can enter basic details of Organization record through Quick create. This might be helpful if you are running out of time.

Steps to create Organization records through Quick create

  1. Click Icon on top right corner
  2. Click Organization
  3. In the Create Organization view, fill in the Organization details
  4. Click Save

Importing Organizations From Existing Files

BzCRM supports importing Organizations from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly.

Converting a Lead

Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.

Exporting Organizations to External Source

If you ever want your data in the form of a spreadsheet, you can export your Organizations records right away.

Steps to export your data

  1. Click Organizations under ESSENTIALS
  2. Click More button > Export

  1. In the Export Data page, you will find the following options

  1. Click Export Organizations button.
Field Name Description
Export selected records Click on the radio button to export the records selected in List view
Export data in current page Click on the radio button to export all the records that are on the current list view page
Export all data Click on the radio button to export all records in Organizations module

Managing Organizations

List of operations you can perform on records in Organizations Homepage

    1. Create Custom filters to classify records as per your requirements. You can limit your search to selected columns and search criteria
    2. Search desired records
    3. Click on icon to edit the record.
    4. Click on icon to delete the record.
    5. Click on icon to add the comment to the record.
    6. Click on and select:
      • Send Email to send an email.
      • Send SMS to send an SMS.
      • Transfer Ownership to transfer the record to the other user.
      • Follow to follow the record.
      • Unfollow to unfollow the record.
      • Add tag to add tags to the record.
      • Print/Export PDF to print or export the record as a PDF file.
      • Merge selected records to merge the selected records.
      • Find Duplicates to find duplicates in the selected records.
      • Export to export as a CSV file.
      • Email Recipient Preference to manage recipient preferences.

    1. Click button on top right to perform following operations
      • Select Edit Fields to configure fields and customize the layout of fields through Layout Editor
      • Select Edit Workflows to view / create new Workflows on Contacts module
      • Select Edit Picklist values to modify picklist values through Picklist Editor

    1. Click Edit to modify existing content
    2. Click Send Email to send email to existing Organization record
    3. Click on More drop-down to perform following operations on Organization record
      • Select Delete to delete the existing Organization record
      • Select Duplicate to clone existing Organization record
      • Select Add Document to attach a document to existing Organization record
      • Select Organization Hierarchy to view administrative body with each Organization subordinate to the one above
      • Select Send SMS to send out SMS to existing Organization record
      • Select Add Event to schedule a Call or Meeting and Select Add Task to schedule a To do

    Roll-Up Activities

    Organization module allows you to view the activities of related records. To view the activities of all the related records, turn on the Roll up toggle bar under Activity widget in the Summary view and related record view of the Organization record.

    Fields Information

    Information of fields in the Organizations module.

    Field Name Description
    Organization Name Specify the name of the Organization
    Website Specify company’s website URL
    Member Of Select or create parent company for existing Organization record
    Ticker Symbol Specify company’s ticker symbol
    Primary Email Specify email address of the Organization
    Ownership Specify the ownership type of the company
    Employees Specify the number of employees working in the company
    Industry Specify the type of industry from the pick-list
    Assigned to Select any user(s) to make him/her the owner of Organization record
    Description Details Specify additional details about the Organization
    Email Domain Add the domains that you receive via emails and match them with Contacts and Cases record. Multiple domains for a company is also supported.

    Associating Organizations with Other Records

    This will display all-round view of relations of Organizations module with other modules and maintains a log of the complete history.

    You can keep track of following details in Organizations module

    Field Name Description
    Touch Points To view the modifications and actions performed on Contact record
    Comments To view the Comments related to the Contact record
    Contacts To view the contacts that are related to the Organization record
    Opportunities To view the opportunities that are related to the Organization record
    Quotes To view the Quotes related to the Organization record
    Sales Order To view the Purchase Orders related to the Organization record
    Invoice To view the Invoices related to the Organization record
    Activities To view or create Events and Tasks on an Organization record
    Emails To view the emails sent to Organization record
    Activity History To view all Events and Tasks that are completed or status changed as Held
    Documents To view the documents related to the Organization record
    Tickets To view the Ticket records related to the Organization record
    Products To view the Products related to Organization record. You can have here the products that might interest your customer
    Service Contracts To view the Service Contracts related to the Organization record
    Services To view the Services related to Organization record. You can have here the Services that might interest your customer
    Campaigns To view the Campaigns related to the Organization record
    Assets To view the Assets related to the Organization record
    Projects To view the Projects that are related to the Organization record