Accounts (Organizations)
Created by jg (Unlicensed)
Last updated: Sep 10, 2018 by Jugal Joshi (Unlicensed)
Overview
Accounts in Learndot Enterprise represent organizations. They are primarily used as a grouping mechanism for contacts. Viewing an organization entity allows you to see all the Contacts, Orders, Course Testimonials and Talent Placements that are associated with that organization.
Sections
| Sections | Description |
|---|---|
| Main | The main section contains the essential identifying information for an account. The only essential fields that must be filled in manually to create a bare-minimum account exist in this section. |
| Contacts | The contacts section lists all users that are of the organization. |
| Opportunities | Opportunities section shows all Training and Talent Placements in which the customers are from the organization. |
| Orders | Orders section lists out all orders that has been placed by contacts from the organization. |
| Course Testimonials | Course Testimonial section shows Course Testimonials provided by contacts of the organization. |
| Talent Placements | This section shows all Talent Placements in which the organization is a customer of. |
| Comments | Shows all Comments to this organization. |
| History | Displays account entity system information such as creation and modification time, etc. |
Account Fields
| Field | Description |
|---|---|
| Name | The name of the organization. |
| Phone | The organization's phone number. |
| Fax | The organization's fax number. |
| URL | The website for the organization. |
| Address | The physical location of the organization. |
| Logo | The logo of the organization. |
| Tax ID | The tax ID of the organization. |
| Notes | Any notes about the organization. This field is private for staff members. |
Actions
| Action | Description |
|---|---|
| Standard Operations | The organization entity supports all of the Entity Actions. |