Creating an Organization
An organization is a group of customers linked for a particular purpose, for example, because they are all part of the same business, society or association. Organizations can be used to meet specific business requirements, or to facilitate targeting groups of customers.
New Organizations occasionally need to be created and then added to the database. Employ the following steps to create and add a new organization.
| 1. | Starting from the Organizations tab, click Create Organization. |
Figure 1 - The home tab of the Organizations module
This will bring up the Organization Information window.
| 1. | Enter the Organization Number. |
| 2. | Enter the Organization Name. |
| 3. | Fill out the remaining fields with available information (Manager, Description, Phone Numbers). |
| 4. | Set the toggle switch to Active. |
| 5. | Click Save. |
Figure 2 - A new organization tab
REFERENCES
| • | Activating or Deactivating Organizations |
| • | Modifying organizations |