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Organizations (Clients and Departments)
6 Articles  in this category
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    Contents

    Organizations (Clients and Departments)

    6 Articles in this category
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    Customize Organization Referring Name

    Important This can only be done by an Admin. Customize the way you refer to the organizations (clients/departments) you are working for. Note Any changes will be applied to all users under y...

    Organization Custom Field

    Important This can only be done by an Admin. What are Custom Categories and Fields "Custom Categories" are categories that can be added in the "Summary" tab of an organization in addition to the default categories,...

    CRM Pipeline Stages

    Important This can only be done by an Admin. This is only available for companies running the Recruitment Agency version of Manatal and is not available for companies under the Company / Corporate accounts. Read more ab...

    Manage Organization Tags

    Important This can only be done by an Admin. Note Any changes will be applied to all users under your company account. Creating an Organization Tag Head to the following page...

    Manage Organization's Default Visibility

    Important This can only be done by an Admin. Select the default visibility of newly created clients. Each organization’s default visibility can be edited at any time by authorized users by following these instructions...

    Restrict Access to Client Visibility Control

    Important This can only be done by an Admin. Enable access restriction to prevent Managers, Consultants, and Recruiters from changing any client’s visibility to confidential. When enabled, only admin users will be able...