Ask AI
All Categories
Organizations

Organizations

Organizations

Overview

🟨 This article explains the purpose and functions of the 'Organizations' section in Leadtime for managing business contacts.

Organization Overview

🟥 Overview of the list and detail view of the "Organizations" area

Create an organization

🟩 Create and manage organizations in Leadtime with comprehensive information on contacts, addresses and legal details.

Organization Tabs Projects

🟥 Overview of project management within an organization, including project types and access rights.

Organization Settings / General tab

🟥 This article describes how to manage the general settings of an organization in the Leadtime ERP system.

Organization Settings / Billing tab

🟥 Organization-specific billing settings make it possible to define individual conditions such as hourly rates and dunning procedures.

Organization Settings tab / Document settings

🟥 Organization-specific billing settings make it possible to define individual conditions such as hourly rates and dunning procedures.

Members and guest users

Create members

🟩 The member area makes it possible to manage contact persons of an organization and control their access to Leadtime.

Invite guest users

🟩 Guest users can be integrated into projects of their organization. They can then create tickets, for example.

Writing letters

Writing letters

🟥 This text describes the functions of the "Letters" tab in Leadtime® ERP for generating and managing formal letters.