Organilog - Knowledge Base

Client managment

14 articles in this collection
Written by Thao Nguyen

Add multiple addresses for a client

Organilog allows you to link several addresses to a single client.

Written by Thao Nguyen
Updated over a week ago

Change a client's primary address

Management of primary and secondary addresses

Written by Thao Nguyen
Updated over a week ago

Create a shortcut to Client Portal

Help to easily access the Client portal on your computer or mobile app

Written by Thao Nguyen
Updated over a week ago

Create multiple contacts for one client

How to link several contacts to a single client

Written by Thao Nguyen
Updated over a week ago

Good to know

How to use Sales management module?

A revolution for managers and their sales people who can now rely on tools to make sales forecasts.

Written by Thao Nguyen
Updated over a week ago

Client Portal Management

Written by Thao Nguyen
Updated over a week ago

Send email to multiple recipients

Written by Thao Nguyen
Updated over a week ago

Contract management

Sign a contract online

Written by Thao Nguyen
Updated over a week ago

How to manage an annual contract?

Written by Thao Nguyen
Updated over a week ago

Advanced use

Add VAT tax rate for individual client

Written by Thao Nguyen
Updated over a week ago

Set a custom hourly rate for a client

Written by Thao Nguyen
Updated over a week ago

Newsletter subscriber management

Written by Thao Nguyen
Updated over a week ago