Departments can be selected for contacts within the Companies module. Admin users can learn how to add, edit, archive and un-archive Departments within Omono by following the simple steps below.
Adding a new Department
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select App using the navigation bar on the left.
Click on Departments.
Enter the Department name (i.e Sales, Accounts, Purchasing) into the text field at the bottom of the modal and click ✅ to save.
Editing a Department
If you would like to edit the name of an existing Department please follow these steps. Please note any changes will update all records, past and present, depending upon reasoning consider archiving and creating a new Department.
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select App using the navigation bar on the left.
Click on Departments.
Click the ✏️ icon next to the Department you wish to edit.
Edit the Department name in the text field at the bottom of the modal and click ✅ to save.
Archiving a Department
Please follow these steps if you would like to archive a Department. Please note this will not remove the Department from any existing records using this option.
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select App using the navigation bar on the left.
Click on Departments.
Click the ✏️ icon next to the Department you wish to archive.
Click the 🗃 icon next to the text field.
Un-Archiving a Department
If you would like to reinstate an archived Department please follow these steps.
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select App using the navigation bar on the left.
Click on Departments.
Select the Show Archived tick-box.
Click the 🗃 icon next to the Department you wish to re-activate.