I've started to add organizations to my service desk project.
And I got the approach how to do that (Add Customer on Organization view). However that's very inefficient to add customers' emails manually - I have to go back to the Customers List, filter by some key tags, copy the email address, go back to Organization view and add Customer. So many actions.
Can you pls suggest a more efficient way?
Let's say I can choose Customers from the list in the Organization view? Or from the Customer view assign him to a specific organization. Wouldn't it work?