This article explains how to manage departments in a company profile so you can organise contacts more clearly and keep company records structured.
⚠️ Important: Administrators can restrict consultants from adding or editing departments. This helps maintain data integrity, especially when integrations such as TimeTemp are in use. Removing a department can have wider impacts.
Create and Manage Company Departments
Go to the Company profile.
Click the Department tab below the header.
Click the + button to add a department.
Enter the department name, then save your changes if prompted.
📌 Note: You cannot create duplicate or blank departments.
Assign Contacts to Departments
Open the profile of the contact you want to assign to a department.
Click Work Information.
In the Department field, choose the relevant department or departments from the drop-down menu.
Click Save.
📌 Note: A contact can belong to multiple departments.
If you delete a department, it is also removed from all associated contacts.
View Contacts in Departments
Go to the Company profile.
Open the Department section.
Review the figures shown against each department to see how many contacts are assigned.
Hover over the figures to view the contact names.
📌 Note: This gives you a quick overview of how contacts are distributed across departments within the company.
Administrators can restrict consultants from adding or editing departments. This is crucial for maintaining integrity, especially with integrations like TimeTemp. Removing a department can have wider impacts.
