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→Organization Menu Items
:: [[File:organization menu.png|border]]
{| class="wikitable"
|-
||'''MenuItem'''
||'''Options'''
|-
|-
||'''View/Edit'''
||Clicking on this button will change the accessibility to this current organization's details from a '''View mode '''into an '''Edit mode''', or vice versa. '''Edit mode '''will then allow those with access to modify the organization's details such as their [[Standard Fields]]; the '''View mode '''only allows a read-only viewing of the details.
|-
||'''Options'''
'''Tools - Pinboard '''— This feature is deprecated, but please see [[Using the Pin Board]] if your SmartSimple copy still uses this function.
|}
On the left side of the organization profile, you will see an additional menu that will allow you to display other details related to the organization.
:: [[File:Organization side menu.png|300px|border]]
* '''Note: '''The tabs on this menu will vary depending on the organization. In this example, the tabs such as '''US Census, Calls, '''and '''Eligibility '''will display the records of [[Universal Tracking Application|applications]] that have been configured specifically for the organization's needs. The other tabs will remain constant no matter what the organization is.
{| class="wikitable"
|-
||'''Menu Item'''
||'''Description'''
|-
||'''Main'''
||This will display the main profile details of the organization, including its main address and contact information.
|-
||'''[[Notes Overview|Notes]]'''
||This will allow you to annotate records with comments, instructions, and other notes. Notes are available both in View and Edit mode. They are timestamped and associated with the user who created them. They can be edited, expanded, or hidden.
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||'''Activity List'''
||This will display all activity records for the current organization.
|-
||'''Sub-Branch'''
||This will display a list of all sub-branches (subsidiary organizations) for the current organization. This means that the current organization is the parent company of all the sub-branch organizations, and will appear one level above them in the organization hierarchy.
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||'''Organizations'''
||As this is the side menu of [[The Root Company|a root organization]], this tab appears to display all the '''[[External]]''' organizations related to the current organization.
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||'''Contacts'''
||This will display all the contacts that fall under the current organization.
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||'''Associates'''
||This will display all the associated contacts to this current organization. You can learn [[How to Associate Users|how to associate users]] with an organization.
|}
