Adding Organization Content

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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.

Viewing and Updating Global Information

Change an Organization’s Name

1. Clear the current content and type in the change.

2. Click the check - icon button to finalize the action.

Change an Organization’s Name

Change Corporation

1. Select an item from the list to replace the existing content.

2. Click the check - icon button to finalize the action.

Change Corporation

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 Parent Organization

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.

Parent Organization

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 Overview - icon icon to open the Overview section.

Overview Details

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 Details icon icon to open the Details section.

2. The free-form text space is available for edit.

View Details

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 save icon.

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 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. This will link to a pop-up window where a location can be added.

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

1. To edit a location, click the edit icon button, and you will be able to modify a previous entry.

Delete Location

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

Filter Location

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 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. This will link to a pop-up window where the number can be added.

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

1. To edit a phone number, click the edit icon button, and you will be able to modify a previous entry.

Delete Phone Numbers

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

Filter Phone Numbers

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 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. This will link to a pop-up window where the number can be added.

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

1. To edit a fax number, click the edit icon button, and you will be able to modify a previous entry.

Delete Fax Numbers

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

Fax Numbers

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 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. This will link to a pop-up window where an email address can be added.

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

1. To edit an email address, click the edit icon button, and you will be able to modify a previous entry.

Delete Email Addresses

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

Filter Email Addresses

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 URLs section icon

URLs section

Add URLs

1. To add a URL, click the icon button on the section title bar. This will link to a pop-up window where a URL can be added.

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

1. To edit a URL, click the edit icon button, and you will be able to modify a previous entry.

Delete URLs

1. To delete a URL, click the delete icon 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.

Urls

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 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. This will link to a pop-up window where a participant can be added.

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

1. To edit a participant, click the edit icon button, and you will be able to modify a previous entry.

Delete Participants

1. To delete a participant, click the delete icon 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.

Filter Participants

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 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. This will link to a pop-up window where an entry can be added.

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

1. To edit a DBA, click the edit icon button, and you will be able to modify a previous entry.

Delete DBAs

1. To delete a DBA, click the delete icon 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 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. This will link to a pop-up window where a person can be added.

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.

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

Edit People

1. To edit a person, click the edit icon button, and you will be able to modify a previous entry.

Delete People

1. To delete a person, click the delete icon 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.

Filter People

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 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. This will link to a pop-up window where an ID can be added.

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

1. To edit an ID, click the edit icon button, and you will be able to modify a previous entry.

Delete IDs

1. To delete an ID, click the delete icon 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.

Filter IDs

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  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. This will link to a pop-up window where a complaint can be added.

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

1. To edit a complaint, click the edit icon button, and you will be able to modify a previous entry.

Delete Complaints

1. To delete a complaint, click the delete icon 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.

Filter Complaints

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 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. This will link to a pop-up window where a case can be added.

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

1. To edit a case, click the edit icon button, and you will be able to modify a previous entry.

Delete Cases

1. To delete a case, click the delete icon 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.

Cases

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 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. This will link to a pop-up window where an organization can be added.

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.

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 edit icon button, and you will be able to modify a previous entry.

Delete Related Organizations

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

Filter Related Organization

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 bell icon icon to open the History section.

View History

Deactivating an Organization

Deactivate an Organization

1. In the Action Panel, click the deactivate icon button (as an authorized user) to deactivate an Organization.

Restricting an Organization

Restrict an Organization

1. 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.

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