You can now configure departments within companies, and then assign those departments to contacts within that company.
Ginny avatar
Written by Ginny
Updated over a week ago

Departments are a great way to clearly map out your clients. In the future, departments will also feed through to TimeTemp too. 

To create a department, go to the Department section on the Company page and click the add + button.

Then, to choose which department(s) you would like your contact to be in, just select them from the Department drop down in the contact profile.

Your contacts can be in multiple departments - if a department is deleted from the company, it will also be removed from the contact.

NOTE: It is not possible to create a duplicate or blank department. Also, administrators can also turn off the permissions for consultants to be able to add/edit departments - this is due to the future link to TimeTemp, if a department is removed it would have an impact elsewhere.

You can also easily see the number of contacts in each department, and hover over that number to see the contact names.

To do this, just go to the company page, view the department section, and hover the mouse over the figures:

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