Relationships

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization options, you have the power to tailor the way you track and display information for these organizations in your CRM. Add custom fields, group related info together, and organize everything into tabs that make sense for your workflow.

Create Tabs to Organize Information about People-1

Create Tabs to Organize Information about Organizations

If you've got a lot of information to manage, creating tabs can help keep things organized. This image shows how you can add custom tabs to separate different types of information about an organization. Whether it’s basic info, service details, or specific committees, you can structure it all in a way that makes it easy to find and manage.

Add as Many Custom Fields as You Need

Tracking specific details about organizations? No problem. You can add as many custom fields as you need to capture every bit of information that’s important to your association. The image here shows how you can create and customize these fields, ensuring your CRM has all the data you need at your fingertips.

Control How Fields Display to Users

Not every field needs to be visible to everyone. With this feature, you can control who sees what, ensuring that sensitive information is only available to those who need it. This image highlights the easy-to-use interface for managing field visibility, so you’re always in control of your data.

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