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Creating an Organization Hierarchy

35 bytes added, 19:58, 5 June 2019
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{{ Banner-UnderConstruction}}
 
==Creating an Organization Hierarchy==
 
The same technique is always used when creating a new organization:
==Company Duplicate Check Window==
 
The '''Quick Entry for Duplication Check''' window is displayed.
==Standard Organization Fields==
 
The standard fields used to describe the organization are:
==Organization “Ownership”==
 
If you intend to assign specific [[Internal|internal]] staff to “manage” an organization you will need to assign the appropriate “owner” to each organization.
{| border="1"
|-
||'''Menu'''
|'''Menu''' |'''Options'''
|-
||'''New'''
|'''New''' |'''User''' - add a new contact to this organization
'''Resource''' - add a new [[resource]] to this organization ''(only applicable if full project management is enabled)''.
|-
||'''View'''
|'''View''' |'''Organization''' - displays current organization in View rather than [[Edit mode]].
'''Organization Chart''' - displays the reporting structure for this organization.
|-
||'''Setting'''
|'''Setting''' |'''Applications''' - enables applications for user by this organization - available only to [[Administrator|system administrator]].
'''User Signup''' - enables self-signup of contacts for this organization via the internet.
|-
||'''Print Preview'''
|'''Print Preview''' |Displays a '''preview page''' of all the organization details.
|}
==Company Tabs==
 
The following tabs are displayed at the bottom of the company record.
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