Organisation’s Page

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Overview

The organisation’s page is where you will find information about the organisation, it’s activities and associated tasks.

For more details on the contact’s page see our User Guides.

Organisation’s Page Overview

Edit Organisation

Each section within the Organisation’s page is editable.

  1. Click on to the right of the section heading.
  2. The Edit window is displayed.
  3. Make the required changes.
  4. Click on .
  5. The Edit window is closed.
  6. The organisation’s page is updated with the changes.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.