Add/Edit Organization Form

Use the Add Organization form to add a new organization record for a client, partner, government agency, or competitor. Use the Edit Organization form to make changes or additions to information for existing organizations. The two forms contain the same sets of fields.

When you add a new organization using the Add Organization form, you are automatically added as a team member on the Team tab for that organization. However, you will need to go to the Team tab to describe your relationship to the organization. (Note: If you run an import process that adds new organizations, you are not automatically added as a team member for those organizations.)

Location: Add Organization Form

To display the Add Organization form, complete the following steps:

1. Click to go to the Organizations area.
2. Click + Add Organization next to the organization search field.

   This option is only available if you have the access rights that are required to add organizations.

Location: Edit Organization Form

To display the Edit Organization form, complete the following steps:

1. Click to go to the Organizations area.
2. Use the search field immediately above the organization name to select the organization that you want to edit.
3. Click on the Organizations toolbar.

Contents

Field	Description
Recommend	If the organization is recommended, click to change it to . Recommend is located next to the Add Organization form title.
	Click this icon on the toolbar to save your entries and close the form.
	Click this icon on the toolbar to discard your unsaved entries and close the form.
Delete Organization	To delete a previously saved organization, display it on the Edit Organization form and click Delete Organization in the upper-right corner of the form. This option is only available on the Edit Organization form. If you are adding a new organization and want to discard all of your entries for the organization without saving them, click on the Add Organization toolbar.

Details____________________

Field	Description
NAME	Enter the name of the organization. When you move the focus from this field, Deltek CRM compares the name to existing organization names and aliases. If it detects possible matches, it displays a list of those organizations so you can determine if you are adding a duplicate record. If you are still not sure, you can click an organization name in the list to display the full company record on a separate browser tab.
MARKET	Select the primary general market in which the organization participates (for example, Commercial, Health Care, Federal Government). Type one or more characters from the market to select from a list of markets that contain those characters. Click to select from the full list of markets.
DESCRIPTION	Enter a description of the organization. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent, alignment, and direction Formatting styles Paragraph formats Font types and sizes Text color and background color Paste as plain text
TYPE	Select the check box for each type of role that applies to the organization: Client, Partner, Government Agency, Competitor).
ALIASES	If you commonly refer to an organization by an abbreviated version of the legal name or an acronym for the name, or if there are alternate spellings of the name, enter those in this field. For example, Brownstone Technology Systems may also be known as Brownstone Tech or BTS. When you search for the organization in a search field, Deltek CRM automatically includes both organization names and organization aliases in the search. After you enter each alias, press ENTER so that each alias is on a separate line.
EMPLOYEES	Enter the number of employees in the organization.
ANNUAL REVENUE	Enter the organization's annual revenue amount in U.S. dollars.
STATUS	Click and select the organization status: Active, Inactive, or Dormant.
RELATIONSHIP	Click and select the organization's relationship with your firm. For example, for a client organization, the field might contain Existing or Former.
SPECIALTY	Select the type of service or product in which the organization specializes. Type one or more characters from the specialty to select from a list of specialties that contain those characters. Click to select from the full list of specialties.
SPECIALTY NOTES	If the organization has multiple specialties or if you want to include additional details about the organization's specialty, enter that information in this field. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent, alignment, and direction Formatting styles Paragraph formats Font types and sizes Text color and background color Paste as plain text
SOCIOECONOMIC STATUS	If the organization is eligible for any of the business development programs for small and minority-owned businesses listed under SOCIOECONOMIC STATUS, select all check boxes that apply.
PRIOR WORK	Click and select Yes in this field if the organization has been involved in prior work that your firm has done.
WEBSITE	Enter the URL for the organization's Web site. The URL then displays as a link to the Web site on the left side of the Organizations area. Note: If you do not enter the protocol (http:// or https://) as part of the URL, Deltek CRM automatically adds http:// to the URL.
PRIMARY ADDRESS	Enter the street address or other address information for the organization's primary location. Click + Add Address Line below the field if you need an additional address field.
CITY	Enter the city for the organization's primary location.
STATE/PROVINCE	Select the state or province for the organization's primary location. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the organization's primary location.
COUNTRY	Select the country for the organization's primary location. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
PHONE	Enter the phone number for the organization's primary location.
FAX	Enter the FAX number for the organization's primary location.
DISPLAY NAME	By default, the address is identified in Deltek CRM as <city>, <state/province>. If you want to use a different name for the address (for example, Corp. Headquarters), enter that name.

Other Locations____________________

Use the sets of location fields under Other Locations to enter the addresses, phone numbers, and FAX numbers for other organization locations.

If you need to enter more than two other locations, click + Add Address to display another set of location fields. You can add as many locations as you need.

If you later need to remove an address, hover over the address to display X to the right of the first address line, and click X. To delete the primary address, either manually replace the old primary address information with the new primary address information, or select Make primary for another address to make it the primary address, save that change, and then delete the old primary address, as described in the previous sentence.

Field	Description
Address	Enter the street address or other address information for the location. Click + Add Address Line below the field if you need an additional address field.
Make primary	Select this check box if you want this address to be the primary address for the organization. This check box is only available on the Edit Organization form; it is not displayed when you add a new organization. When you save, the address displays as the primary address, and the previous primary address displays as an "other" organization location.
CITY	Enter the city for the location.
STATE/PROVINCE	Select the state or province for the location. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the location.
COUNTRY	Select the country for the location. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
PHONE	Enter the phone number for the location.
FAX	Enter the FAX number for the location.
DISPLAY NAME	By default, the address is identified in Deltek CRM as <city>, <state/province>. If you want to use a different name for the address (for example, South Region Office), enter that name.

More Information____________________

If your firm adds custom fields (fields that are not in the standard version of Deltek CRM) to the Overview tab in the Organizations area, those fields display under More Information. As with standard fields, you must make entries in any required custom fields.