Check out our On-Demand Contact and Organization Management Training Series
Welcome to the Collaborate On-Demand Contact and Organization Management series.
Having a Robust catalog of Contacts and Organizations can make data entry faster. This is because many fields in Collaborate require Users to select specific Contacts and/or Organizations when entering case and service data.
This series will discuss how to manage Contacts and Organizations in Collaborate.
Contact and Organization Management Series
- Contacts Tab
- Creating New Contacts
- Managing Contacts
- Creating a New User
- Resending Expired Activation Links
- Organizations Tab
- Creating New Organizations
- Managing Organizations