Chain Functionalities
For businesses that have multiple Organizations linked
13 articles
Chain Dashboard
Chain - Fields
Viewing Task Lists in Chain Level
How do I Add a New Organization to my Existing Chain?
Global Accounts
Who Can View Tasks Assigned to Global Contacts or Accounts?
How to Share a Document Template with Another Property in Your Chain
How do I Change my Document Templates to Make Them Chain-Wide?
Can I Export From the Multi Organization Page?
Adding Organizations to Chain Reports
How Do I Add a User to Multiple Organizations?
Moving a Booking to Another Organization
How to add organization in bookings under accounts for chains