How to...
If your only activated module is CRM, you can use the Organization settings form to configure organizations. If you have CRM Plus or any other modules, you instead set up and add organizations in the desktop application.
- Related Topics:
- Set Up Your Initial Organization Structure (CRM Only)
If you have only the CRM module, you can associate employees, generic resource, and projects with organizations. To do that, you first use the Organization Structure Setup dialog box to specify properties of the structure. - Add Organizations (CRM Only)
If you only have the CRM module, add organizations on the Organization settings form. - Delete Organizations (CRM Only)
If you only have the CRM module, you can delete an organization if it is not associated with any employees, projects, or generic resources in the database.
Parent Topic: Organizations (CRM Only)