Explore a contact’s organization

View all the information for an organization associated with a contact, including contact information, interaction history, contacts in the organization, notes associated with an organization, and relationships between a Genesys user and the organization.

If no organization is associated with the contact, select or create one.

1. From a contact’s profile in the Interactions panel, locate the associated organization’s name that appears under the contact’s name.
2. To view basic details of the associated organization such as website, contact information, address, and notes, click the Organization tab.
3. To edit the basic details of the associated organization,
   1. On the Organization tab, click .
   2. Make the changes and click Save.
4. To view the organization’s full profile, on the Organization tab, click the organization’s name. The corresponding organization’s full profile opens in view mode in the External Contacts and Organizations page. 
5. From the full organization profile, you can perform these steps:
   • Edit organization information
   • Manage notes for the organization
   • Manage relationships
   • Delete an organization
   • View interaction history for the organization 
6. To return to the profile in the Interactions panel, click the Interactions tab from the left-sidebar menu. If multiple panels open, perform either of these steps:
   • To collapse the organization profile and expand the interaction to a full page, click .
   • To collapse the interaction and expand the organization profile to a full page, click .