Organizations have the following components:
- Global Information
- Details
- Locations
- Phone Numbers
- Fax Numbers
- Email Addresses
- URLs
- Participants
- DBAs
- People
- IDs
- Complaints
- Cases
- Related Organizations
- History
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.
2. Click the 
button to save.
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 
icon to open the Details section.
The free-form text space is available for edit.
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 
.
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 
icon to open the Locations section.
Add Locations
1. To add a location, click the 
button on the section title bar. The Add Location window opens.
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 
button.
Delete Location
To delete a location, click the 
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.
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 
icon to open the Phone Numbers section.
Add Phone Numbers
1. To add a phone number, click the button on the section title bar. The Add New Phone Number window opens.
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 button.
Delete Phone Numbers
To delete a phone number, click the 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.
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 
icon to open the Fax Numbers section.
Add Fax Numbers
1. To add a fax number, click the button on the section title bar. The Add New Fax Number window opens.
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 button.
Delete Fax Numbers
To delete a fax number, click the 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.
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 
icon to open the Email Addresses section.
Add Email Addresses
1. To add an email address, click the button on the section title bar. The Add New Email Address window opens.
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 button.
Delete Email Addresses
To delete an email address, click the 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.
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 
Add URLs
1. To add a URL, click the button on the section title bar. The Add New URL window opens.
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 button.
Delete URLs
To delete a URL, click the 
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.
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 
icon to open the Participants section.
Add Participants
1. To add a participant, click the button on the section title bar. The Add Participant window opens.
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 button.
Delete Participants
To delete a participant, click the 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.
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 
icon to open the DBAs section.
Add DBAs
1. To add a DBA, click the button on the section title bar. The Add New DBA window opens.
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 button.
Delete DBAs
To delete a DBA, click the 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 
icon to open the People section.
Add People
1. To add a related person, click the button on the section title bar. The Add person window opens.
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.
Edit People
To edit a person, click the button.
Delete People
To delete a person, click the 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.
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 
icon to open the IDs section.
Add IDs
1. To add an ID, click the button on the section title bar. The Add New Identification window opens.
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 button.
Delete IDs
To delete an ID, click the 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.
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 
icon to open the Complaints section.
Add Complaints
1. To add a complaint, click the button on the section title bar. The Add Complaint Association window opens.
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 button.
Delete Complaints
To delete a complaint, click the 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.
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 
icon to open the Cases section.
Add Cases
1. To add a case, click the button on the section title bar. The Add Case File Association window opens.
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 button.
Delete Cases
To delete a case, click the 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.
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 icon to open the Related Organizations section.
Add Related Organizations
1. To add a related organization, click the button on the section title bar. The Add Organization window opens.
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.
Edit Related Organizations
To edit a related organization, click the button.
Delete Related Organizations
To delete a related organization, click the 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.
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 
icon to open the History section.
Deactivate an Organization
In the Action Panel, click the 
button.
Restrict an Organization
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.