Organizations are a union of contacts of the same company.
In Organizations, you can create, edit, and delete organizations.
Go to Customers → Organizations.
Create an Organization
Click on the button Create Organization.
Fields / Functions
Name of the organization
Web Domain of the organization
Auto-assign customers with this domain
If a customer has the same domain in his email, he automatically assigns it to this organization.
Select a time zone
Time zone of the customer
Language of the organization
In the last column, three dots appearwhen you hover it with the mouse. Click on the dots to open the menu and select edit.
You can delete an organization. Select an organization and click on Delete at the top of the table, and then Yes, I confirm.
Click on Type to add filter.
A menu opens and selects a filter, e.g., User.
Automatically, a new dropdown appears where you choose content, e.g., Amy.
You can add multiple filters. They are all connected with an OR, e.g., User=Amy OR User=Michael OR Team=Sales.
If you don’t select a filter, it searches overall.