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| − | ==Creating an Organisation Hierarchy==
| + | #REDIRECT [[Organization hierarchy]] |
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| − | The same technique is always used when creating a new organisation:
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| − | * Click the organisation that you wish to be the "'''parent'''" (one level up) of the organisation you want to create - '''Parent Organisation'''.
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| − | * Click the '''New Organisation''' tab.
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| − | * The basic details of the new company will be checked to ensure the company does not already exist. This feature is particularly useful when adding external companies.
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| − | * The '''New Office''' will be created “'''below'''” the existing organisation in the [[Organisation Hierarchy|organisation hierarchy]].
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| − | In this example, you will create an organisation below the root organisation.
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| − | 1. Click the '''Root Company''' link.
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| − | The [[User|users]] are displayed at the bottom of the organisation details.
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| − | 2. Click the '''New''', '''Company''' [[Menu|menu]].
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| − | ==Company Duplicate Check Window==
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| − | The '''Quick Entry for Duplication Check''' window is displayed.
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| − | 1. Enter a new '''Company Name'''.
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| − | [[Image:Root8.png]]
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| − | If the new company name matches an existing company you will be prompted to either use the existing record, create a new record, merge the records, or delete the extra records.
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| − | 2. Click the '''Submit''' button.
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| − | The '''New Company''' window is displayed as there is no possible duplicate record.
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| − | [[Image:Root9.png]]
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| − | ==Standard Organisation Fields==
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| − | The standard fields used to describe the organisation are:
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| − | * '''Name''' - Name of account.
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| − | * '''Address''' - Street address for this account.
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| − | * '''Address 2''' - Second line of address – if required.
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| − | * '''City''' - City address.
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| − | * '''State/Province''' - State or province portion of billing address.
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| − | * '''Country''' - Country portion of address. You select the country from within the combo box. The default country will be the same as the user’s country.
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| − | * '''Zip/Postal Code''' - Zip or postal code portion of billing address.
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| − | * '''Phone''' - Account's primary phone number.
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| − | * '''Fax''' - Account's primary fax number.
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| − | * '''Web Site''' - Organisation website address.
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| − | * '''NAIC Codes''' The North American Industry Classification System (NAICS). (If enabled)
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| − | * '''Parent Branch''' - If this account is in an [[Organisation Hierarchy|organisation hierarchy]], then use the name of the higher-level account.
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| − | * '''Owner ''' - Assigned owner of account.
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| − | * '''Last Updated By''' - The name of the person that last updated the account information.
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| − | * '''Last Modified Date''' - The date and time the account information was last modified.
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| − | A default contact field will also be displayed once you have saved the organisation details.
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| − | This field links a specific person to an organisation to provide a general contact point in that organisation. For the root organisation, the contact is automatically set to the original {{GUA}}.
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| − | You can only set this value after you have added people to this organisation.
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| − | ==Organisation “Ownership”==
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| − | If you intend to assign specific [[Internal|internal]] staff to “manage” an organisation you will need to assign the appropriate “owner” to each organisation.
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| − | Each sub-account (division, business unit or branch) in the same organisation can have a different owner.
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| − | If you need to assign multiple [[Internal|internal]] staff to work with an organisation, you can use the [[Associations|associations]] feature to associate multiple [[Internal|internal]] contacts with a single account.
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| − | 1. Complete the '''Organisation''' details.
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| − | 2. Click the '''Save''' button.
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| − | The organisation record is displayed.
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| − | [[Image:Root10.png]]
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| − | Additional [[Menu|menu]] items are enabled.
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| − | {| border="1"
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| − | |'''Menu'''
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| − | |'''Options'''
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| − | |'''New'''
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| − | |'''User''' - add a new contact to this organization
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| − | '''Resource''' - add a new [[resource]] to this organization ''(only applicable if full project management is enabled)''.
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| − | '''Branch''' - add a new organization as a subsidiary of the current organization.
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| − | '''Activity''' - add an [[Standard Event Types|activity]] (phone call, meeting, etc.) with this organization - without reference to a specific contact.
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| − | '''Import Organizations''' - launch the [[Import Wizard]] to import multiple organizations.
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| − | '''Import Contacts''' - launch the [[Import Wizard]] to import multiple contacts.
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| − | '''Import Activities''' - launch the [[Import Wizard]] to import activity records.
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| − | |'''View'''
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| − | |'''Organization''' - displays current organization in View rather than [[Edit mode]].
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| − | '''Organization Chart''' - displays the reporting structure for this organization.
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| − | '''Pin Board''' - displays the [[Pin Board]] for this organization.
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| − | |'''Setting'''
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| − | |'''Applications''' - enables applications for user by this organization - available only to [[Administrator|system administrator]].
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| − | '''User Signup''' - enables self-signup of contacts for this organization via the internet.
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| − | '''Branch Signup''' - enables signup of branches via the internet.
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| − | '''Categories''' - defines the [[Client Categories|categories]] of the organization.
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| − | '''Costs and Rates''' - used to set costs ''(only applicable if full project management is enabled)''.
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| − | |'''Print Preview'''
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| − | |Displays a '''preview page''' of all the organization details.
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| − | |}
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| − | 3. Select the '''View Company''' [[Menu|menu]].
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| − | The '''Company View''' page is displayed.
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| − | [[Image:Root11.png]]
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| − | The following icons are displayed.
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| − | [[Image:Root5.png]]
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| − | * Notes are displayed to the right of the screen.
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| − | ==Company Tabs==
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| − | The following tabs are displayed at the bottom of the company record.
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| − | * '''Activities''' – displays all activities for all contacts at this organisation.
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| − | * '''Users''' – displays all contacts at this organisation.
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| − | * '''Sub-Companies''' – displays all sub-organisations at the bottom of the page.
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| − | [[Category:System Management]][[Category:Organizations]]
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