Organization View Link
Cant' seem to locate an effective wat to view all unique organizations individually. If anyone can point us in the right direction it would be greatly appreciated.
It would be helpful if there was an "Organization" link in the left toolbar (like there is for Contacts, Mail and Activities) that would return all of the Organizations we work with. We are doing the with a filter in Contacts but it shows all of the Contacts at an Organization. Ideally, the view would be one organization per record line.
Best Answer
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Hello @resultsguy,
Within the Contacts section, we do have a dedicated section for Organisations, and the sidebar must be hidden. You can click on the icon highlighted in the screenshot to reveal the sidebar, and then you will be able to view and filter Organisations:
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Answers
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Perfect. Thank you very much.
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