#REDIRECT ==Creating an Organisation Hierarchy== The same technique is always used when creating a new organisation:* Click the organisation that you wish to be the "'''parent'''" (one level up) of the organisation you want to create - '''Parent Organisation'''.* Click the '''New Organisation''' tab.* 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.* The '''New Office''' will be created “'''below'''” the existing organisation in the [[Organisation Hierarchy|organisation hierarchy]]. In this example, you will create an organisation below the root organisation. 1. Click the '''Root Company''' link. The [[Creating User|users]] are displayed at the bottom of the organisation details. 2. Click the '''New''', '''Company''' [[Menu|menu]]. ==Company Duplicate Check Window== The '''Quick Entry for Duplication Check''' window is displayed. 1. Enter a new '''Company Name'''. [[Image:Root8.png]] 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. 2. Click the '''Submit''' button. The '''New Company''' window is displayed as there is no possible duplicate record. [[Image:Root9.png]] ==Standard Organisation Fields== The standard fields used to describe the organisation are: * '''Name''' - Name of account.* '''Address''' - Street address for this account. * '''Address 2''' - Second line of address – if required.* '''City''' - City address.* '''State/Province''' - State or province portion of billing address.* '''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.* '''Zip/Postal Code''' - Zip or postal code portion of billing address.* '''Phone''' - Account's primary phone number.* '''Fax''' - Account's primary fax number.* '''Web Site''' - Organisation website address.* '''NAIC Codes''' The North American Industry Classification System (NAICS). (If enabled)* '''Parent Branch''' - If this account is in an [[Organisation Hierarchy|organisation hierarchy]], then use the name of the higher-level account.* '''Owner ''' - Assigned owner of account.* '''Last Updated By''' - The name of the person that last updated the account information.* '''Last Modified Date''' - The date and time the account information was last modified. A default contact field will also be displayed once you have saved the organisation details. 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}}. You can only set this value after you have added people to this organisation. ==Organisation “Ownership”== If you intend to assign specific [[Internal|internal]] staff to “manage” an organisation you will need to assign the appropriate “owner” to each organisation. Each sub-account (division, business unit or branch) in the same organisation can have a different owner. 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. 1. Complete the '''Organisation''' details. 2. Click the '''Save''' button. The organisation record is displayed. [[Image:Root10.png]] Additional [[Menu|menu]] items are enabled. {| border="1"|'''Menu'''|'''Options'''|-|'''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)''.'''Branch''' - add a new organization as a subsidiary of the current organization.'''Activity''' - add an [[Standard Event Types|activity]] (phone call, meeting, etc.) with this organization - without reference to a specific contact.'''Import Organizations''' - launch the [[Import Wizard]] to import multiple organizations.'''Import Contacts''' - launch the [[Import Wizard]] to import multiple contacts.'''Import Activities''' - launch the [[Import Wizard]] to import activity records.|-|'''View'''|'''Organization''' - displays current organization in View rather than [[Edit mode]].'''Organization Chart''' - displays the reporting structure for this organization.'''Pin Board''' - displays the [[Pin Board]] for this organization.|-|'''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.'''Branch Signup''' - enables signup of branches via the internet.'''Categories''' - defines the [[Client Categories|categories]] of the organization.'''Costs and Rates''' - used to set costs ''(only applicable if full project management is enabled)''.|-|'''Print Preview'''|Displays a '''preview page''' of all the organization details.|} 3. Select the '''View Company''' [[Menu|menu]]. The '''Company View''' page is displayed. [[Image:Root11.png]] The following icons are displayed. [[Image:Root5.png]] * Notes are displayed to the right of the screen. ==Company Tabs== The following tabs are displayed at the bottom of the company record.* '''Activities''' – displays all activities for all contacts at this organisation.* '''Users''' – displays all contacts at this organisation.* '''Sub-Companies''' – displays all sub-organisations at the bottom of the page. [[Category:System Management]][[Category:Organizations]]
