Organization Workspace Record Tabs

From an open organization record, you can view all contacts, tasks, attachments, notes, incidents, opportunities, and the organization’s position in a hierarchy. You can also view the audit log, which lists all actions taken on the organization record.

• Contacts—Lists all contacts associated with the organization. The number of contacts associated with the organization displays in parentheses next to the tab name. For each contact, the tab displays the name, email address, organization name, office phone number, and title. You can open, print, copy, remove from the organization, send an email, and set the contact role from the Contacts tab. See Add New Contacts to an Organization.
  Note: Contact roles are used only in opportunity tracking.
• Opportunities—Lists all opportunities associated with the organization. The number of opportunities associated with the organization displays in parentheses next to the tab name. For each opportunity, the tab displays the opportunity name, the staff person it is assigned to, status, stage, the sales representative forecast, the manager forecast, and the date it was last updated. You can open, copy, delete, print, forward, and reject an opportunity from the Opportunities tab. See Overview of Opportunities.
• Notes—Contains all notes associated with the organization. Notes can be sorted by date. Remember that customers never see the notes added by staff members. See Add an Organization.
• Tasks—Lists all tasks associated with the organization. The number of tasks associated with the organization displays in parentheses next to the tab name. For each task, the tab displays the task name, due date, completion date, staff member assigned to the task, and priority. You can open, copy, delete, print, and forward any task and mark tasks complete by clicking a button on the tab’s toolbar or by right-clicking the task and making your selection. See Add a Task.
• Incidents—Lists all incidents associated with the organization. The number of incidents associated with the organization displays in parentheses next to the tab name. For each incident, the tab displays status, response time, resolution time, source, reference number, and subject. You can open, copy, delete, print, forward, and propose an incident as an answer from the Incidents tab. See Incident Creation.
  Note: If you change the incident’s contact to one that is not associated with the organization, the incident will not appear on the tab.
• Hierarchy—Contains the hierarchical structure of the organization. See Organization Hierarchies.
• Attachments—Lists all attachments associated with the organization. The Attachments tab displays the file name, size, date created, date updated, and a description for each attachment. See Overview of the Attachments Tab.
• Audit Log—Lists all actions taken on the organization record by all staff members. Also displayed are automatic changes initiated by B2C Service that resulted from the application of business rules. When an action is generated by the system, the Who field contains Administrator. You can also see who worked on the organization, when it was added or updated, the actions taken, and descriptions of the actions. See Audit Logs.