Managing Organisations in Customer Manager
- Written by James Ainsworth on May 19, 2018
Hornbill Customer manage provides a collaborative environment for managing your business to business customer relationships.
The Organisation records in Customer Manager offer the ability for users to collaborate on each individual organization. Posts and comments are collected in the Organisation Timeline to communicate and capture discussions about the organization.
When it comes to documents, easily attach files against each organization to store anything from contracts, invoices, plans, or any document received from the organization.
Using the Hornbill Document Manager easily link to shared documents from libraries.
For ongoing management of your customer, plan and schedule tasks and activities, communicate by email directly from the organization record, and add members who are responsible for the customer.