Modifying organizations
oRDER MANAGEMENT > ORGANIZATIONS
Organizations each have their own account and attribute-specific information. That information might require occasional modification, for example, an organization might change their manager, phone number or account status. Follow these steps to modify organizations.
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Select and click an Organization. |
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Click Account tab to bring up the Organization Information box. |
The Organization Information box contains two mandatory fields (identified with red asterisks).
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Fill out Organization Number. |
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Fill out Organization Name. |
Be sure to fill out other remaining fields (Manager, Phone, Email), if that information is available.
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Slide the Status toggle to Active or Inactive. |
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Click Save or Cancel to abandon changes. |
Figure 1 - Organization Information window
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