Accessing the Organization Manager

Navigation: Records > Organization

1. From the bottom navigation bar, click Records
2. Click Organization. The Organization Manager will display.
   
   
   
   

Organization Manager Overview

Field	Description
1. Search Table	Enables you to search the list of organizations
2. Columns	Enables you to select which columns to display
3. +Create	Enables you to create an organization record
4. Name	The name of the organization
5. Phone	The phone number of the organization
6. City	The city where the organization is located
7. State/Province	The state/province where the organization is located
8. Country	The country where the organization is located
9. Created On	The date the organization record was created
10. Updated On	The date the organization record was last updated

 

Changing the Organization Manager Column Headers

Adding Column Headers to the Organization Manager page

1. Click the Columns dropdown menu
2. Select the field(s) you’d like to display on the Organization Manager page
   
    

Removing Column Headers from the Organization Manager page

1. Click the Columns dropdown menu
2. Unselect the field(s) you want to remove from the Organization Manager page
   
   
   

 

Additional (non-default) Column Headers

Field	Description
1. Full Name	The full name of the organization