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

  1. Click Menu > Organizations

  2. From the List or Grid View screen click the + button on the bottom toolbar.

  3. Fill out your form and press save.

  4. Done.


  • Want to edit your form? Use the Form Builder to modify your forms fields and layout!

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