Scheduler/Sales
C
Cooing Chimpanzee
A great example would be the following:
If I'm the sales rep at my restoration company and I'd like to put on my schedule that I'm going to meet with RedBird Roofing to bring them breakfast, I'd like to be able to tag that organization to my schedule.
Once the organization is tagged, it would then log my visit under the organization noting when I was there last.
E
External Butterfly
Cooing Chimpanzee
that option is available for Organization by selecting the Organization in the "Required" drop down field, once selected uncheck the "Send Invite" box