View an organization’s profile

  • Externalcontacts > Externalorganization > View

An organization’s profile shows contact information, interaction history, relationships, and notes for the organization.

To view an organization’s profile, follow these steps:

  1. Under Directory, click External Contacts.
  2. Click the Organizations tab.
  3. (Optional) To narrow the results, use the Search External Contacts and Organizations box.
  4. To further narrow down the results, use the Filter by Division drop-down menu. 
  5. From the list, click the organization that you want to view.
Note: The external contacts or organizations displayed in the search results belong to divisions for which you have access or they do not belong to any division (unassigned). If you do not see an organization in the list, contact your administrator.