Add and Manage External Organizations
External organizations are those that your company does not own or control, but with which it has a business relationship. This can include contractors, subcontractors, suppliers, customers, partners, and other organizations.
- Related Topics:
- Add an External Organization
You can add an external organization that you are associated with. This allows you to add external contacts that will be working on projects with you. - Edit an External Organization
You edit an external organization to update its details and classifications. - Create a Link to an External Organization
You can create a link between two external organizations, such as a contractor organization and a related subcontractor or supplier. This allows you to easily search for linked documents, create new documents, and link contacts between organizations. - Create a Link to an External Contact
You can create a link to a contact from another organization that is linked to an external organization, such as a project manager or owner. This allows you to easily search for documents that a contact has uploaded and linked to the current organization, send an email to the contact, and assign actions.
Parent Topic: How to...