The Add (+) button is used to create new records in the Albi mobile app. It allows you to quickly add information without having to search through different parts of the app.
You can find the Add (+) button on the Home screen. It appears as a blue plus (+) icon.
When you tap this button, a menu opens showing all the different items you can create.
Each option opens a form where you enter information step by step.
What is an Organization?
An Organization is a company or business connected to your work. This could be a customer company, vendor, referrer, or partner.
How to create an organization
- Tap the Add (+) button
- Select Create Organization
- Enter required information:
- Organization Name
- Organization Type(s) (for example: Customer, Vendor)
- Referral Source
- Optional information includes:
- Phone number and email
- Sales person
- Status
- Tax ID
- Price list
- Parent organization
- Address
- Tap Save