Managing Organization Attributes

Organizations are the contact details of the companies you are or were working with. You can save some other information in addition to the existing details with the help of organization attributes.

To add organization attributes,

Click on Organization Attributes under the CRM section on the Settings page
Click on the (+)New button on the top right corner. This will open a Create Custom Field page
Select the field type from the Field Type drop-down
Set the Required toggle to ON if you want to make this field a mandatory one
Enter the name of the attribute in the Name text box
Set the Visible toggle to ON if you want this field to be displayed in the Create Contact form
Click on Save button and save the attribute.

Jobsoid allows you to edit and delete these custom fields as and when required. Click on Edit and Delete icons on the Custom Fields list page to do so.

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