Can I add an organization as my contact?

Yes, admins can add an organisation as a contact. Here’s how:

• Click Admin View on the left sidebar.
• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select Modules under Customization.
• Click Customers.
• Click + New Customer in the top right corner of the page.
• Add the organisation’s name in the Contact Display Name.
• The Contact Name, Email Address, and Contact Number will be that of the primary contact of the organisation.
• Enter other necessary details.
• Click Save.

Was this document helpful?

Yes

No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

Refresh

Type the characters you see in the image above

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!