Navigation: Records > Organization > Basic
- From the bottom navigation bar, click Records
- Click Organization. The Organization Manager will display.
- In the Search field, enter the name of the organization record you want to add a basic record to or scroll through the list of organization records on the page
- Click the name of the organization. The Organization Record page will display.
- Click the Basic tab. The basic fields will display.
Organization Field Group
- Organization Role*: Select the organization’s role (e.g., High School, Institution, Post-Secondary Institution) from the Role dropdown menu
- Organization Type: Select the organization’s role type (e.g., Company) from the Organization Type dropdown menu
- Website: Enter the organization’s URL
- Primary Contact: Click
. The Person Picker will display.
- In the Search field, enter the name of the person or scroll through the list of people on the page
- Check the box to the left of the Last Name field
- Click Choose. The Primary Contact field will populate with the person record.
System Fields
- Assigned Counselor: Select the organization’s assigned counselor from the Assigned Counselor dropdown menu
- Time Zone: Select the organization’s time zone from the Time Zone dropdown menu, if needed
- Fireworks ID: The organization’s Fireworks ID
Tip: The Fireworks ID field is view-only. Fireworks automatically assigns an ID to each organization.
Initial Source Field Group
Tip: The Initial Category and Initial Source fields are system-generated. Fireworks will use the date of the earliest action in the organization’s record to determine the initial category and initial source. You can also update the data manually if you prefer.
- Initial Category: Select the initial category (e.g., Email Event, Letter Event, Organization) for the initial source from the Initial Category dropdown menu
- Initial Source: Select how (e.g., Campus Visit, Phone Call, Email) you received the information from the Initial Source dropdown menu
