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This topic contains 1 reply, has 2 voices, and was last updated by Artem Liubeznyi Artem Liubeznyi 1 year, 5 months ago.

  • Creator
    Topic
  • #18360

    petrovlis
    Participant

    Just started:
    Wonder how to:
    Create new COMPLETE Company address details .. in Entity Organisations/Company? I dont see any address details there ,should
    I create Address,Zip,City Country in this Entity ? or create address details in other entities??

    See also that… if I have created CONTACT (with Company name) that I have a Google map, but how to make
    Google Map in COMPANY Entity ??

    IMPORTING: tried but missing mapping/template.(Download from where???).. where to find.. I have test.csv file … not working …”missing Name” … due to not (yet) mapping.
    Thanks for help.
    William – wimrippen@tele2.nl

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  • #18413
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Hi William,

    Organization entity is used to represent actual organizations in your company; think of it as high-level business unit. I don’t think you want address details there.

    To store details of your business customers you might want to use B2B Customer entity, or use Accounts straight away, depending on the use cases. B2B Customer has addresses out of the box.

    To add map onto the B2B Customer view you need to customize this template. I would suggest using Contact view template as an example.

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