Viewing Organisations at the highest level will display information about all the sites that you have entered into UniPhi. At this high level, you can see details such as the name of the organisations, the number of sites related to the organisation, and the number of people assigned. Each of the headings are sortable, so you can sort organisations alphabetically, or by the number of assigned sites, or number of people assigned.
Clicking into an organisation will display the organisation-specific information, such as the company website, ABN, email address and the bank details. These details can be entered or amended at any time.
The Organisation view also displays the Sites and Resource section. Sites is a list of sites associated with the organisation, while Resources is a detailed list of all resources linked to that organisation.
The Correspondence sub navigation displays all forms of direct interaction that have occurred between your company and the resource that you are viewing. You can view all correspondence which has occurred by clicking into a specific contact, site, or organisation. The correspondence list is contextualised to the resource that you have specified. This makes reviewing the correspondence items more focussed.
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