8,849
edits
Changes
no edit summary
==Creating an Organisation Organization Hierarchy==
The same technique is always used when creating a new organisationorganization:* 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]].
* Click the organization that you wish to be the "'''parent'''" (one level up) of the organization you want to create - '''Parent Organization'''. * Click the '''New Organization''' 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 organization in the [[Organization Hierarchy|organization hierarchy]]. In this example, you will create an organisation organization below the root organisationorganization.
1. Click the '''Root Company''' link.
The [[User|users]] are displayed at the bottom of the organisation organization details.
2. Click the '''New''', '''Company''' [[Menu|menu]].
[[Image:Root8.png]]
2. Click the '''Submit''' button.
[[Image:Root9.png]]
==Standard Organization Fields== The standard fields used to describe the organisation organization 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 Organization website address. * '''NAIC Codes''' The North American Industry Classification System (NAICS). (If enabled) * '''Parent Branch''' - If this account is in an [[Organisation Organization Hierarchy|organisation organization 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 organization details.
This field links a specific person to an organisation organization to provide a general contact point in that organisationorganization. For the root organisationorganization, the contact is automatically set to the original {{GUA}}.
You can only set this value after you have added people to this organisationorganization.
==Organisation Organization “Ownership”==
If you intend to assign specific [[Internal|internal]] staff to “manage” an organisation organization you will need to assign the appropriate “owner” to each organisationorganization.
Each sub-account (division, business unit or branch) in the same organisation organization can have a different owner.
If you need to assign multiple [[Internal|internal]] staff to work with an organisationorganization, you can use the [[Associations|associations]] feature to associate multiple [[Internal|internal]] contacts with a single account.
1. Complete the '''OrganisationOrganization''' details.
2. Click the '''Save''' button.
The organisation organization 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.
|}
[[Image:Root11.png]]
The following icons are displayed.
The following tabs are displayed at the bottom of the company record.
* '''Activities''' – displays all activities for all contacts at this organisationorganization. * '''Users''' – displays all contacts at this organisationorganization. * '''Sub-Companies''' – displays all sub-organisations organizations at the bottom of the page.
[[Category:System Management]][[Category:Organizations]]