Overview Of Organizations

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The Organizations Page

The new Organization module provides flexible contact management functionality. New contacts can be added from Complaints, Case Files, Forms and directly in the Organization module.

  • Users can merge existing Organizations.
  • Organizations can be associated with many People(s).

Available Functionality in the Organization module:

  • Search Organizations
  • Add new Organization
  • Edit Organization
  • Activate or Deactivate Organization
  • Merge Organizations
  • Organization changes included in Auditing
  • Organization ACL – Protected with mandatory exclusion
  • Integration with external Contacts Management Systems
  • Administrators ability to manage relationship types
  • Add and Remove Organizations to Cases, Complaints, Tasks, etc.

Manage your contacts. ArkCase provides an intuitive mechanism to manage the Organizations associated with your business solution. You can locate and open the Organizations module from the Navigation Frame.

1. To open the Organizations module from anywhere in ArkCase, click the Organizationstab in the Navigation Frame.

The Organizations Page

Note: By default, ArkCase selects the first Organization on the list (items list in alphabetical order based on organization name), and opens all Organizations sections that are enabled on the Preferences page.

Organization Display

When opening an organization, sections automatically display only if they are enabled in Organization preferences. You can open disabled organization sections from the links in the Navigation Icons Panel or the Expanded Treeview view in the Browse Panel.

Note: The enabled sections that automatically display when you initially select an Organization are in read-only mode.

 Summary Panel

A summary (metadata) of the selected Organization appears as the first section of the detail.

Organization Display

Note: The summary gives a top-level overview of the Organization. The system assigns some information automatically depending on your local configuration.

Organization Actions

The actions you can take on an Organization depend on your local configuration and permissions. For example, a read-only permission may apply to Organizations to which you are not the associated.

restrict

Use the Action Panel to:

  • Deactivate an Organization.
  • Restrict view and modification of an Organization.
  • Refresh the Organization page.

Organizations Navigation Icons Panel

If the panel view is expanded, each section can be opened by clicking the associated link.

Organizations Navigation Icons Panel

Note: The name of the section appears when hovering over each icon.

By default, the panel view is enabled.  To change the default, open the Preferences page.

Browse Panel

ArkCase displays a list of all Organizations that you are authorized to view or act on. The default order of the list is alphabetical based off the Organization’s name. The Browse Panel makes available several ways to find and view Organizations.

organizations

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