People and Organisations
A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.
17 articles
- What is People & Organizations?A CRM designed for rental businesses.
- What’s the difference between a contact, an organization, and a venue?An organization is someone you bill; a contact is a business contact.
- Filter the information in People & OrganizationsChoose what information you see in People & Organizations.
- Create an organisationStart creating organisations to store contact details and start adding opportunities and invoices with them.
- Link an organization to a Xero, QuickBooks Online, or Sage customerLink organizations in the system to Xero, QBO, or Sage contacts to post invoices for that customer.
- Merge duplicate organizationsKeep your People & Organizations tidy by merging duplicate organizations.
- Create a contactStart creating contacts to store information about your business contacts and make people bookable resources.
- Make a contact, user, or venue a bookable resourceTell the system which services your contacts, users, or venues are available for to make them bookable for those services on opportunities.
- Get an iCal feed for activities or service bookingsSubscribe to service bookings or activities in your own calendar.
- Link a contact to an organization or venueShow who works at an organization or venue or who you deal with there by linking contacts.
- Download or upload an address card (vCard)Use electronic business cards to make it quicker to share contact details.
- 🎞️ Export your People & Organizations to MailChimpEasily send your contacts, organizations, and venues to lists in MailChimp
- Export your People & Organizations to a CSV spreadsheetGet contacts, organization, and venue data out of the system for import into another solution.
- Add tax number, payment terms, customer type, or other custom fieldsUse custom fields in OnRent Events to add any other fields you need on an organization or contact page.
- Legal basis for processing People & OrganizationsDocument the lawful basis for processing personal data on your customers, vendors, staff, or contacts for GDPR compliance.