Fields and Options
These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Organizations area.
Tabs, Forms, and Dialog Boxes
To display field and option descriptions, click the name of the tab, form, report, or dialog box in this list.
- Organizations Summary
Key information and options for the organization always remains visible at the top and along the left side of the Organizations area as you move from one tab to another. - Organizations Toolbar
Use the toolbar in the Organizations area to edit organization information or add a touchpoint for the organization. - 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. - Organizations Overview Tab
The Overview tab of the Organizations area provides a snapshot of the selected organization: description, specialty, whether the organization participated in prior work, most recent opportunity and touchpoint, and locations other than the primary location. - Organizations Touchpoints Tab
Use the Touchpoints tab in the Organizations area to create and maintain lists of touchpoints for a business unit. - Organizations Associations Tab
Use the Associations tab in the Organizations area to create and maintain lists of the opportunities and other organizations that are associated with an organization. - Organizations Contacts Tab
Use the Contacts tab in the Organizations area to view and update contact information for an organization. - Organizations Team Tab
Use the Team tab in the Organizations area to create and maintain a list of your employees who are associated with a business unit and to describe their relationships to that organization. - Change Image Dialog Box
Use the Change Image dialog box to select an image (for example, an organization logo or a contact photograph), crop the image, and assign it to an opportunity, organization, or contact. When you display the opportunity, organization, or contact information in Deltek CRM, the image displays in the upper-left corner of the Opportunities, Organizations, or Contacts area. - Add Touchpoint Dialog Box
Use the Add Touchpoint dialog box to add a new touchpoint. After you save the touchpoint, you can view it and make changes to it on the Activities tab in the Opportunities area or on the Touchpoints tabs in the Organizations and Contacts areas. (You can also add new touchpoints on those tabs.) - Create Kona Task Dialog Box
If a touchpoint is associated with an opportunity for which a space exists in Kona Business, and you are a member of that space, you can use the Create Kona Task dialog box to create a task in Kona for the touchpoint. - Custom
Organization Search Dialog Box
If the default searches (Active, All, and Mine) for locating and selecting organizations in the Organizations area or for the Organizations report are not satisfactory, use the Custom Organization Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
Parent Topic: Organizations