Organization Form (CRM Only)
If CRM is you only activated module, use the Organization settings form to set up organizations.
If you have CRM Plus or any other modules, you instead set up and add organizations in the desktop application.
- Related Topics:
- Display the Organization Form (CRM Only)
You display the Organization form in General Settings. The form is only available if your only activated module is CRM. - Contents of the Organization Form (CRM Only)
Use the Organization form to indicate if you want to implement an organization structure. If you do want to use organizations, you also use the form to enter information about the organization structure and to enter your organization IDs and names.
Parent Topic: Fields and Options