Topics : Activities Customer file

Create an organization's folder

To add an organization or consult the list of these, you select the Organizations tab in the modules menu and then click on Add .

A new window will allow you to enter information relating to this organization.


1. To whom this folder is assigned, in multi-user mode.

2. Name of the organization.

3. Contact details of the organization.

4. Number of employees.

5. Organization details (internal note).

6. Attachments relating to the organization if necessary, eg logo.

7. The organization is now created and you will be able to consult it via the list of your organizations in Cognito Coach which can be found by clicking on the modules menu .