Every company that you have a business relationship with should have an organization page in VOGSY.

explore organizations

When you create an opportunity or a project for an organization, VOGSY will link the opportunity or project to the organization and to the organization’s contact person.

organization example v3

Field descriptions

organization card

The following table goes into more detail about the elements that make up an organization record.

number one red circle

The FOLLOW button. This button has two states:

  • FOLLOWING means you are currently receiving notifications when significant events occur for the organization.

  • FOLLOW means you are not currently receiving notifications.

number two red circle

Click this button to open the organization’s configuration page for editing.

number three red circle

Click this button to create a template from this organization.

number four red circle

The organization’s logo. To change it, see Change an organization card’s logo. It is also possible to change the background image; see Change a organization card’s background.

number five red circle

Team avatars. The first avatar is for the account manager. To add members, see Add a team member to the organization. To remove members, see Remove a team member from the organization.

number six red circle

Organization type. An organization can be a customer or a supplier, or both, or neither.

number seven red circle

Name of the organization.

number eight red circle

Click star outline to add the organization to your Starred page.

number nine red circle

number ten red circle

Navigation bar. These buttons give you quick access to the organization’s associated documents, opportunities, projects, and the invoices.

organization example 2 v3

The organization card has two expandable sections:

number one red circle

Contacts. Click this section to view information about the organization’s contact person Click MANAGE to change the contact person.

If there is a phone number available for the contact, it will display here and you can click it to initiate a phone call.

number two red circle

About {the organization}. Click this section to view the organization’s contact information. The links are clickable.