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Finding Your Organisations

There are many ways you can locate your organisations in SET. Not only can you click on the various links dotted around the CRM to visit your organisation pages, but you are also able to use the search bar in the top right corner of the page, or view all organisations at once. To view your contacts list, click on the “Contacts” menu option, then on “Organisations” and finally on “View All Organisations”.

Here you are able to scroll through the complete list of your organisations, as well as filtering out by owner, or sorting the organisations list into a specific order.

Organisation list

Updated on September 29, 2020

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