Viewing and Updating Global Information
The Global Information Bar of an Organization is displayed while viewing any section in the module. The edit capability for all other summary information is based on permissions and your local configuration.
Editable sections in the Global Information Bar are the fields where the text is blue with dotted lines underneath (hyperlink).
1. Click the hyperlink to open a corresponding pop-up box to editing existing content.
Change an Organization’s Name
1. Clear the current content and type in the change.
2. Click the 
button to finalize the action.
Change Corporation
1. Select an item from the list to replace the existing content.
2. Click the button to finalize the action.
Add a Parent Organization
1. Type an existing Organization into the text box and complete other required fields.
2. Click the Save Organization button finalize the action.
Add a new Parent Organization
1. Select the Add New Organization button and complete the required field.
2. Click the Save Organization button finalize the action.
Viewing Overview Details
The Overview Details section is the initial section that is displayed when clicking on an Organization.
When opening an Organization, sections automatically display only if they are enabled in Preferences. You can open disabled sections from the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.
The enabled sections that automatically display when you initially select the Organization are in read-only mode. To edit an Organization’s information, open the section from the link or expanded folder.
1. In the Expanded Treeview of the Browse Panel, click on the Organization’s name or icon, or from the Navigation Icons Panel select the 
icon to open the Overview section.
Tip: Additional sections can be enabled by default on the Organization Preferences page.
Viewing and Updating Details
View Details
The Details section records information about the details directly associated to the Organization. It will show previous details and is available to add or edit details.
1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. The free-form text space is available for edit.
Tip: The name and shortcut keys appear in a pop-up box when hovering over tools.
Edit Details
1. Enter (or edit) details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.
2. When the entry is complete, click the Save (disk icon) button 
.
Viewing and Updating Locations
View Locations
The Locations section records information about the Locations directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Locations section title or icon, or from the Navigation Icons Panel select the 
icon to open the Locations section.
Add Locations
1. To add a location, click the 
button on the section title bar. This will link to a pop-up window where a location can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Location when finished.
Edit Location
1. To edit a location, click the 
button, and you will be able to modify a previous entry.
Delete Location
1. To delete a location, click the 
button, and the entry will be removed.
Filter Location
You can filter locations based on type, addresses, city, state, zip code, country, date last modified, or who it was last modified by.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Phone Numbers
View Phone Numbers
The Phone Numbers section records phone numbers directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Phone Numbers section title or icon, or from the Navigation Icons Panel select the 
icon to open the Phone Numbers section.
Add Phone Numbers
1. To add a phone number, click the button on the section title bar. This will link to a pop-up window where the number can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Phone Number when finished.
Edit Phone Numbers
1. To edit a phone number, click the button, and you will be able to modify a previous entry.
Delete Phone Numbers
1. To delete a phone number, click the button, and the entry will be removed.
Filter Phone Numbers
You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Fax Numbers
View Fax Numbers
The Fax Numbers section records fax numbers directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Fax Numbers section title or icon, or from the Navigation Icons Panel select the 
icon to open the Fax Numbers section.
Add Fax Numbers
1. To add a fax number, click the button on the section title bar. This will link to a pop-up window where the number can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Fax Number when finished.
Edit Fax Numbers
1. To edit a fax number, click the button, and you will be able to modify a previous entry.
Delete Fax Numbers
1. To delete a fax number, click the button, and the entry will be removed.
Filter Fax Numbers
You can filter fax numbers based on type, phone number, description, who modified it, and when it was last modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Email Addresses
View Email Addresses
The Email Addresses section stores email addresses and related information directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Email Addresses section title or icon, or from the Navigation Icons Panel select the 
icon to open the Email Addresses section.
Add Email Addresses
1. To add an email address, click the button on the section title bar. This will link to a pop-up window where an email address can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Email Address when finished.
Edit Email Addresses
1. To edit an email address, click the button, and you will be able to modify a previous entry.
Delete Email Addresses
1. To delete an email address, click the button, and the entry will be removed.
Filter Email Addresses
You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating URLs
View URLs
The URLs section records information about URLs directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the URLs section title or icon, or from the Navigation Icons Panel select the 
Add URLs
1. To add a URL, click the button on the section title bar. This will link to a pop-up window where a URL can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save URL when finished.
Edit URLs
1. To edit a URL, click the button, and you will be able to modify a previous entry.
Delete URLs
1. To delete a URL, click the 
button, and the entry will be removed.
Filter URLs
You can filter URLs based on type, addresses, URL, description, who it was modified by, and when it was last modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Participants
View Participants
The Participants section records information about the participants associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the 
icon to open the Participants section.
Add Participants
1. To add a participant, click the button on the section title bar. This will link to a pop-up window where a participant can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save when finished.
Edit Participants
1. To edit a participant, click the button, and you will be able to modify a previous entry.
Delete Participants
1. To delete a participant, click the button, and the entry will be removed.
Filter Participants
You can filter participants based on type or name.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating DBAs
View DBAs
The DBAs section records any aliases and additional information directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the DBAs section title or icon, or from the Navigation Icons Panel select the 
icon to open the DBAs section.
Add DBAs
1. To add a DBA, click the button on the section title bar. This will link to a pop-up window where an entry can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save DBA when finished.
Edit DBAs
1. To edit a DBA, click the button, and you will be able to modify a previous entry.
Delete DBAs
1. To delete a DBA, click the button, and the entry will be removed.
Viewing and Updating People
View People
The People section records related people and information about related people who are associated with the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the People section title or icon, or from the Navigation Icons Panel select the 
icon to open the People section.
Add People
1. To add a related person, click the button on the section title bar. This will link to a pop-up window where a person can be added.
Note: Required fields are outlined in red.
2. To add a new person, select the 
button where you can add a new person that isn’t currently in the system.
3. Complete the required fields to add a new person and any additional fields, then click Save Person.
4. Complete the required fields and any additional fields and click Save Person when finished.
Edit People
1. To edit a person, click the button, and you will be able to modify a previous entry.
Delete People
1. To delete a person, click the button, and the entry will be removed.
Filter People
You can filter people based on relationship, first and last name, description, organization, phone number, and location.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating IDs
View IDs
The IDs section records information about IDs directly associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the IDs section title or icon, or from the Navigation Icons Panel select the 
icon to open the IDs section.
Add IDs
1. To add an ID, click the button on the section title bar. This will link to a pop-up window where an ID can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save ID when finished.
Edit IDs
1. To edit an ID, click the button, and you will be able to modify a previous entry.
Delete IDs
1. To delete an ID, click the button, and the entry will be removed.
Filter IDs
You can filter IDs based on ID type, number, issuer, year issued, who it was last modified by, and who last modified it.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Complaints
View Complaints
The Complaints section records complaints and complaint information associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Complaints section title or icon, or from the Navigation Icons Panel select the 
icon to open the Complaints section.
Add Complaints
1. To add a complaint, click the button on the section title bar. This will link to a pop-up window where a complaint can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save when finished.
Edit Complaints
1. To edit a complaint, click the button, and you will be able to modify a previous entry.
Delete Complaints
1. To delete a complaint, click the button, and the entry will be removed.
Filter Complaints
You can filter complaints based on role, priority, ID, title, status, assignee, and date modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Cases
View Cases
The Cases section records case information associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Cases section title or icon, or from the Navigation Icons Panel select the 
icon to open the Cases section.
Add Cases
1. To add a case, click the button on the section title bar. This will link to a pop-up window where a case can be added.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save when finished.
Edit Cases
1. To edit a case, click the button, and you will be able to modify a previous entry.
Delete Cases
1. To delete a case, click the button, and the entry will be removed.
Filter Cases
You can filter cases based on role, priority, ID, title, status, assignee, and date modified.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing and Updating Related Organizations
View Related Organizations
The Related Organizations section records any information about the Related Organizations associated to the Organization.
1. In the Expanded Treeview of the Browse Panel, click on the Related Organizations section title or icon, or from the Navigation Icons Panel select the icon to open the Related Organizations section.
Add Related Organizations
1. To add a related organization, click the button on the section title bar. This will link to a pop-up window where an organization can be added.
Note: Required fields are outlined in red.
2. To add a new organization, select the 
button where you can add a new organization that isn’t currently in the system.
3. Complete the required fields to add a new organization and any additional fields, then click Save Organization.
4. Complete the required fields and any additional fields and click Save Organization when finished.
Edit Related Organizations
1. To edit a related organization, click the button, and you will be able to modify a previous entry.
Delete Related Organizations
1. To delete a related organization, click the button, and the entry will be removed.
Filter Related Organization
You can filter related organizations based on role, organization, organization type, ID, primary contact, phone number, or location.
1. To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Viewing History
View History
The History section records associated events that take place in relation to the organization.
1. In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
Deactivating an Organization
Deactivate an Organization
1. In the Action Panel, click the 
button (as an authorized user) to deactivate an Organization.
Restricting an Organization
Restrict an Organization
1. In the Action Panel, check the 
check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.