The ORGANIZATIONS tab provides access to the centralized repository of all organization records associated with the firm. Users can create, review, edit, and filter organization data within this workspace.
This tab also serves as a key data source for other Neostella tools that reference organizational information. Selecting a record opens the Organization Editor, where details can be managed and updated.
access the organizations tab
To access the ORGANIZATIONS tab, follow these steps:
- Log in to Neostella.
- Open the Cases/Intake workspace.
- Click Contacts.
- Select the ORGANIZATIONS tab.
organizations tab dashboard
The ORGANIZATIONS tab dashboard serves as the operational workspace for managing organization records. It contains the following main features:
1. Organization filter menu
| 3. Toolbar 4. Organization table |
organization filter menu
The Organization filter menu allows users to quickly locate and organize organization records using a variety of filtering tools.
| Filter | Description |
| Search by organization name | Locate organizations by their name. |
| Search by phone | Locate organizations by phone number. |
| Search by email | Locate organizations by email address. |
| Organization Type | Filter organizations by their type. |
| Tags | Locate organizations using assigned tags. |
| Show only active | Filter to display only active organizations. |
+ organization button
The + Organization button is the entry point for creating new organization records.
Selecting this button opens the Organization Creator, a panel that displays a predefined form based on the administrator’s configuration.
organization creator
The Organization Creator is the interface used to create new organization records.
This panel opens after selecting the + Organization button and presents the required fields to register a new organization.
The form structure is predefined by administrators and may include editable fields. After creation, an organization record can always be updated or modified within the Organization Editor.
toolbar
The Toolbar provides tools to manage the display and organization of the Organization table. Core capabilities include: Customizing visible table columns, adjusting record display settings, and exporting table data in CSV format.
organization table
The Organization table provides a consolidated, record-based view of all organization records stored in the system.
Each row represents a single organization and displays key attributes to help users quickly identify and manage organizational records.
| Column | Type | Description | Example |
| Checkbox selection | Action | Allows users to assign/unassign tags and deactivate organizations in bulk. | — |
| Name | Informational / Editable | Displays the organization name and serves as a direct link to open the Organization Editor. | Neosrella Corp |
| Type | Informational | Indicates the organization type. | Client |
| Phone | Informational | Displays the organization’s phone number. | (555) 555-2345 |
| Informational | Displays the email addresses associated with the organization. | info@neostella.com | |
| Tags | Informational | Displays tags assigned to the organization. | VIP, Partner |
| Starred | Informational | Indicates if the organization is marked as starred. | Yes |
| Active | Informational | Indicates whether the organization is active or inactive. | Yes |