Creating an Organization Record

Navigation: Records > Organization

Using Quick Add

1. From the bottom navigation bar, click   
2. Click Organization. A Quick Add window will display.
   
   
   
   
3. Enter the organization record details
   
   Tip: To create an organization record, you’ll need to enter, at a minimum, an organization’s name, address, and role.
   
   
   1. Organization Name*
   2. Organization Role*: The type of organization (e.g., High School, Institution, Post-Secondary Institution, Religious Institution, Company)
   3. Phone Number
   4. Phone Type
   5. Address 1*
   6. Address 2
   7. Address 3
   8. Address 4
   9. City*
   10. State/Province*
   11. Postal Code*
   12. Country*
       
       
4. Click Save & Go to Record or Save & Close
   
   
   

 

Using the Records Menu

1. From the bottom navigation bar, click Records
2. Click Organization. The Organization Manager page will display.
   
   
   
   
3. Click . The Organization Composer will display.
4. From the Organization Record Composer, enter the details
   
   
   1. Organization Name*
   2. Organization Role*: The type of organization (e.g., High School, Institution, Post-Secondary Institution, Religious Institution, Company)
   3. Phone Number
   4. Phone Type
   5. Address 1*
   6. Address 2
   7. Address 3
   8. Address 4
   9. City*
   10. State/Province*
   11. Postal Code*
   12. Country*
       
       
5. Click Save Organization