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Organizations

Organizations group contacts by company or institution. The organization pages let you track companies across your network and understand your relationships at the organizational level.

Organization List​

The /organizations page displays all organizations in a sortable, searchable table.

Table Columns​

Each row shows:

  • Name with a domain favicon (fetched from the organization's website domain).
  • Contacts -- number of linked contacts.
  • Avg Score -- average relationship score across all contacts in the organization.
  • Interactions -- total interaction count.
  • Last Activity -- date of the most recent interaction with anyone at the organization.

A search field filters organizations by name.

Sorting​

Click any column header to sort the table by that field in ascending or descending order.

Auto-Hiding​

Organizations with zero active contacts are automatically hidden from the list to reduce clutter. Archived contacts do not count toward this threshold.

Actions​

  • Select and Merge -- select multiple organizations and merge them into one, consolidating all linked contacts.
  • Per-Row Delete -- delete an individual organization directly from the list.
  • Bulk Actions -- perform operations on multiple selected organizations at once.

Organization Detail​

The /organizations/[id] page provides the full profile for a single organization.

Inline Editing​

The following fields can be edited inline:

  • Website -- falls back to displaying the domain if no full URL is set.
  • Location
  • LinkedIn URL -- rendered as a clickable link.
  • Twitter handle -- rendered as a clickable link to the Twitter profile.
  • Notes -- free-text field for additional context.

Organization Stats​

Key metrics are displayed using data from a materialized view that is refreshed hourly:

  • Total contacts
  • Average relationship score
  • Total interactions
  • Most recent activity date

Contacts Table​

A table lists all contacts linked to the organization. Each row includes the contact name and a relationship score badge for quick assessment.

Website, LinkedIn, and Twitter fields are rendered as clickable links that open in a new tab.

Deleting an Organization​

Deleting an organization unlinks all associated contacts but does not delete the contacts themselves. The contacts remain in your CRM without an organization association.