...
Actions | Description |
---|---|
| Clicking this button opens the Edit popup for a particular record. Users can make amendments to any field. |
| Clicking this button to trigger the record deletion. Once confirmed, the record is deleted. Root organization is not deletable. |
a. Add organization
...
Field | Description |
---|---|
Name | Name of the organization |
Parent organization | The parent organization
|
Organization number | Organization number |
Phone number | Phone number of the organization |
Email address of the organization | |
Address | Address of the organization |
City | City of the organization |
Postcode | Postcode of the organization |
Description | Description of the organization |
Allow Commission | Allow to apply sales commission on the quotes that are sold via the organization’s people
|
Sales Commission Rate ( % ) | Sales commission for salespersons of this organization
|
Renewal organization | The Renewal Organization of This Organization’s Policies
|
3. Organizations vs. Users
...