Organizations

The Organizations module stores the companies and organizations you work with. Use it to manage clients, suppliers, partners, or any other organization relevant to your business.

Create a New Organization

Add a new organization and fill in its details.

1. Click 'Add' in the top-right corner.
2. Enter the organization details.
3. Click 'Save' in the top-right corner.

After saving, you can add further details: enter address data, link existing documents to the organization, or upload new ones.

Open an Organization

To open an organization in the current tab, click its row in the Power-Grid. To open it in a new tab instead, hover over the row and click 'Open in new tab' on the right.

Create Organizations from Email Signatures

Unusual Suite can generate organization records automatically from incoming email signatures, the same way it does for contacts. See Contacts for details on how to configure your email accounts.

Merge Organizations

Use this when you have duplicate organization records, or when an organization exists as a contact and you want to consolidate them.

1. Open the organization you want to merge away from.
2. Click 'Merge organization to...' in the top right.
3. Select whether to merge into a different organization or into a contact.
4. Search for and select the target organization or contact.
5. Review the merge details and resolve any conflicts by selecting which properties to keep.
6. Click 'Save' to complete the merge.

The source record is removed and its data is combined into the target.