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Creating an Organization Hierarchy

5,801 bytes removed, 13:49, 19 June 2019
Redirected page to Organization hierarchy
{{ Banner-UnderConstruction}}  ==Creating an Organization Hierarchy==The same technique is always used when creating a new organization: * 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 #REDIRECT [[Organization Hierarchy|organization hierarchy]]. In this example, you will create an organization below the root organization. 1. Click the '''Root Company''' link. The [[User|users]] are displayed at the bottom of the organization 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 Organization Fields==The standard fields used to describe the 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''' - Organization website address. * '''NAIC Codes''' The North American Industry Classification System (NAICS). (If enabled) * '''Parent Branch''' - If this account is in an [[Organization Hierarchy|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 organization details. This field links a specific person to an organization to provide a general contact point in that organization. For the root organization, the contact is automatically set to the original {{GUA}}. You can only set this value after you have added people to this organization. ==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. Each sub-account (division, business unit or branch) in the same organization can have a different owner. If you need to assign multiple [[Internal|internal]] staff to work with an organization, you can use the [[Associations|associations]] feature to associate multiple [[Internal|internal]] contacts with a single account. 1. Complete the '''Organization''' details. 2. Click the '''Save''' button. The 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. |} 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 organization. * '''Users''' – displays all contacts at this organization. * '''Sub-Companies''' – displays all sub-organizations at the bottom of the page. [[Category:System Management]][[Category:Organizations]]
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