Add Organization Content

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Organizations have the following components:

Global Information

The Global Information 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.

You can edit the content that  is shown in blue text:

1. Click the blue text to open the content for editing.

Viewing and Updating Global Information

2. Click the check - icon button to save.

Change an Organization’s Name

Details

View Details

In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

The free-form text space is available for edit.

View Details

Tip: Hover over the tools to view their function.

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. Click Save save icon.

Locations

View Locations

The Locations section records information about the Locations directly associated to the Organization.

In the Expanded Treeview of the Browse Panel, click on the Locations section title or icon, or from the Navigation Icons Panel select the location icon icon to open the Locations section.

View Locations

Add Locations

1. To add a location, click the icon button on the section title bar. The Add Location window opens.

Add Locations

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Location when finished.

Edit Location

To edit a location, click the edit icon button.

Delete Location

To delete a location, click the delete - icon button.

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.

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.

Filter Location

Phone Numbers

View Phone Numbers

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 phone icon icon to open the Phone Numbers section.

View Phone Numbers

Add Phone Numbers

1. To add a phone number, click the icon button on the section title bar. The Add New Phone Number window opens.

Add Phone Numbers

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

To edit a phone number, click the edit icon button.

Delete Phone Numbers

To delete a phone number, click the delete - icon button.

Filter Phone Numbers

You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.

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.

Filter Phone Numbers

Fax Numbers

View Fax Numbers

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 Fax Numbers icon icon to open the Fax Numbers section.

Fax Numbers

Add Fax Numbers

1. To add a fax number, click the icon button on the section title bar. The Add New Fax Number window opens.

Add Fax Numbers

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

To edit a fax number, click the edit icon button.

Delete Fax Numbers

To delete a fax number, click the delete - icon button.

Filter Fax Numbers

You can filter fax numbers based on type, phone number, description, who modified it, and when it was last modified.

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.

Fax Numbers

Email Addresses

View Email Addresses

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 email addresses icon icon to open the Email Addresses section.

View Email Addresses

Add Email Addresses

1. To add an email address, click the icon button on the section title bar. The Add New Email Address window opens.

Add Email Addresses

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

To edit an email address, click the edit icon button.

Delete Email Addresses

To delete an email address, click the delete - icon button.

Filter Email Addresses

You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.

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.

Filter Email Addresses

URLs

View URLs

In the Expanded Treeview of the Browse Panel, click on the URLs section title or icon, or from the Navigation Icons Panel select the URLs section icon

URLs section

Add URLs

1. To add a URL, click the icon button on the section title bar. The Add New URL window opens.

Add URLs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save URL when finished.

Edit URLs

To edit a URL, click the edit icon button.

Delete URLs

To delete a URL, click the delete icon button.

Filter URLs

You can filter URLs based on type, addresses, URL, description, who it was modified by, and when it was last modified.

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.

Urls

Participants

View Participants

In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the Participants - icon icon to open the Participants section.

 Participants

Add Participants

1. To add a participant, click the icon button on the section title bar. The Add Participant window opens.

Add Participants

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Participants

To edit a participant, click the edit icon button.

Delete Participants

To delete a participant, click the delete icon button.

Filter Participants

You can filter participants based on type or name.

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.

Filter Participants

DBAs

View DBAs

The DBAs section records any organization aliases (doing business as, or DBA).

In the Expanded Treeview of the Browse Panel, click on the DBAs section title or icon, or from the Navigation Icons Panel select the DBAs section icon to open the DBAs section.

DBAs section

Add DBAs

1. To add a DBA, click the icon button on the section title bar. The Add New DBA window opens.

Add DBAs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save DBA when finished.

Edit DBAs

To edit a DBA, click the edit icon button.

Delete DBAs

To delete a DBA, click the delete icon button.

People

View People

In the Expanded Treeview of the Browse Panel, click on the People section title or icon, or from the Navigation Icons Panel select the arrow icon icon to open the People section.

View People

Add People

1. To add a related person, click the icon button on the section title bar. The Add person window opens.

Add People

Note: Required fields are outlined in red.

2. To add a new person, select the add new person icon button where you can add a new person that isn’t currently in the system.

person

3. Complete the required fields to add a new person and any additional fields, then click Save Person.

Edit People

To edit a person, click the edit icon button.

Delete People

To delete a person, click the delete icon button.

Filter People

You can filter people based on relationship, first and last name, description, organization, phone number, and location.

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.

Filter People

IDs

View IDs

The IDs section records information about IDs directly associated to the Organization.

In the Expanded Treeview of the Browse Panel, click on the IDs section title or icon, or from the Navigation Icons Panel select the IDs section icon to open the IDs section.

IDs

Add IDs

1. To add an ID, click the icon button on the section title bar. The Add New Identification window opens.

Add IDs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save ID when finished.

Edit IDs

To edit an ID, click the edit icon button.

Delete IDs

To delete an ID, click the delete icon button.

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.

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.

Filter IDs

Complaints

View Complaints

In the Expanded Treeview of the Browse Panel, click on the Complaints section title or icon, or from the Navigation Icons Panel select the  Complaints section icon icon to open the Complaints section.

Complaints

Add Complaints

1. To add a complaint, click the icon button on the section title bar. The Add Complaint Association window opens.

Add Complaints

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Complaints

To edit a complaint, click the edit icon button.

Delete Complaints

To delete a complaint, click the delete icon button.

Filter Complaints

You can filter complaints based on role, priority, ID, title, status, assignee, and date modified.

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.

Filter Complaints

Cases

View Cases

In the Expanded Treeview of the Browse Panel, click on the Cases section title or icon, or from the Navigation Icons Panel select the Document - icon icon to open the Cases section.

Cases

Add Cases

1. To add a case, click the icon button on the section title bar. The Add Case File Association window opens.

Add Cases

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Cases

To edit a case, click the edit icon button.

Delete Cases

To delete a case, click the delete icon button.

Filter Cases

You can filter cases based on role, priority, ID, title, status, assignee, and date modified.

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.

Cases

Related Organizations

View Related Organizations

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 arrow icon icon to open the Related Organizations section.

Related Organizations

Add Related Organizations

1. To add a related organization, click the icon button on the section title bar. The Add Organization window opens.

Add Related Organizations

Note: Required fields are outlined in red.

2. To add a new organization, select the Add new organization button where you can add a new organization that isn’t currently in the system.

Ogranization

3. Complete the required fields to add a new organization and any additional fields, then click Save Organization.

Edit Related Organizations

To edit a related organization, click the edit icon button.

Delete Related Organizations

To delete a related organization, click the delete icon button.

Filter Related Organization

You can filter related organizations based on role, organization, organization type, ID, primary contact, phone number, or location.

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.

Filter Related Organization

History

View History

In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the bell icon icon to open the History section.

View History

Deactivate an Organization

In the Action Panel, click the deactivate icon button.

Restrict an Organization

In the Action Panel, check the restrict icon check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.