Organizations

Organizations let you group several individual contacts under one company — useful when you regularly work with more than one person at the same business.

What an organization tracks

Every organization rolls up:

• Every linked contact
• Total invoices and total billed
• Outstanding balance
• Pipeline value (from any linked projects)
• Active project count
• Every booking, quote, proposal, and contract tied to the org or any of its contacts

Linking contacts

From an organization's page, use Link Contacts to attach an existing client. If a contact is already linked elsewhere, CalendTree flags that so you don't accidentally move them by mistake. You can also link an organization directly from a client's profile — search for an existing one or create a new one on the fly.

Organization details

Add a logo, billing email, phone, website, billing address, and internal notes. Everything updates live — an organization created from anywhere in your account (including automatically, from a client's company field) shows up here within moments.

On iPhone

Organizations are viewable on iPhone, including every contact and record tied to them, but they're created and edited on the web dashboard (or automatically, from data entered elsewhere).