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, 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 organizationStart creating organizations to store contact details and starting adding opportunities and invoices with them.
Link an organization to a Xero, QuickBooks Online or Sage customerLink organizations in Current to Xero, QBO or Sage contacts in order 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 CSV spreadsheetGet contacts, organization, and venue data out of Current 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.