How to...
These help topics provide step-by-step instructions for adding new organizations, recording touchpoints for organizations, tracking organization associations with opportunities and with other organizations, entering contacts for organizations, and maintaining a list of your employees who are teaming with organizations on opportunities.
- Select
an Organization
Use the search field immediately above the organization name in the Organizations area to select the organization that you want to review or edit. - Use a Custom
Organization Search
If the default organization searches (Active, All, and Mine) for locating and selecting organizations are not satisfactory, you can create custom searches. 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. - Add
an Organization
Use the Add Organization form to add a new organization record for a client, vendor, partner, government agency, or competitor. - Edit
an Organization
To change organization information, go to the Organizations area and select the organization. - Assign an Image to an Opportunity,
Organization, or Contact
You can upload an image (for example, an organization logo or a contact photograph) to Deltek CRM so that you can assign it to an opportunity, organization, or contact, or you can select an image from the library of images supplied with Deltek CRM. If you do not assign an image, Deltek CRM uses a default image. - Delete
an Organization
If an organization is created by mistake or for some other reason you want to completely remove an organization, you can delete it. - Add a Touchpoint for
an Organization
Click
on the
Organizations toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed
organization. You can also add a touchpoint for the
organization directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the
organization in that grid.
- View and Update Touchpoints for
an Organization
Use the Touchpoints tab in the Organizations area to view and update the touchpoints (simple activities such as meetings or phone calls) for an organization. - View and Update Associations for
an Organization
Use the Associations tab in the Organizations area to view and maintain lists of the opportunities and other organizations that are associated with the currently selected organization. - View and Update Contacts for
an Organization
Use the Contacts tab in the Organizations area to view and update the contacts for an organization. - View and Update Team Members for
an Organization
Use the Team tab in the Organizations area to view and update a list of your employees who are associated with an organization.
Parent Topic: Organizations