The Organizations form allows you to track and store all the information about the organizations you work with in one central location. A digital Rolodex - Search for an organization by name, or switch to grid view and search by any detail.
Creating New Organizations
- Click Menu > Organizations
- From the List or Grid View screen click the + button on the bottom toolbar.
- Fill out your form and press save.
- Want to edit your form? Use the Form Builder to modify your forms fields and layout!
Questions? Send us a chat.