| Field | Description |
|---|
| Organization search
|
Use the field immediately above the
organization name to search for and select the
organization that you want to review or edit.
On the drop-down list at the left end of the search field, select a standard or custom search:
- Click
ACTIVE to select from a list of active
organizations only.
- Click
ALL to select from a list of all
organizations (both active and inactive).
- Click
MINE to select from a list of
organizations for which you are a member of the team. (You are on
an organization's team if you are listed on the Team tab for that
organization.)
- Click a previously saved custom search to display the
organizations returned by that search. (To see the search criteria for the currently selected custom search in a tooltip, hover over the search name if the search is saved, or over
Custom if it is not saved. Tablet users can display the search in the Custom
Organization Search dialog box to see the search criteria.)
- Click
Custom at the bottom of the list to create and save or apply a new custom search.
To further restrict the list of
organizations, do either of the following in the search field:
- To search for and display a list of
organizations with names or aliases that begin with a specific character, type the character in the field and pause.
- To search for and display a list of
organizations with names or aliases that contain a specific sequence of two or more characters, type the characters in the field and pause.
Tip: If you enter characters in the search field and then want to remove them, click the
 icon at the end of the field to clear the field.
Tip: The number of
organizations in the current search results displays at the right end of the search field.
|
| + Add
Organization
|
Click
+ Add Organization to add a new
organization.
This link is only available if have the access rights that are required to add records.
|
| Name
|
The name of the
organization displays above the tabs.
If the name is too long to display completely, position the mouse pointer over it to display a tooltip containing the full name.
To edit the name, hover over the name, click
 , and edit the name in the field that displays.
|
| Market
|
The general market in which the
organization participates (for example,
Commercial,
Health Care, or
Federal Government) displays just below the
organization name.
To change the market, click
on the
Organizations toolbar.
|
| Last modified
|
These fields, located below the
organization name, display the date the
organization information was last changed and the name of the person who made the changes.
|
| Organization types
|
The types of roles the
organization plays (Client,
Partner
,
Government Agency,
Competitor) display below the
organization image.
To edit the
organization type, click
on the
Organizations toolbar.
|
| Status
|
This field displays the
organization status:
Active,
Inactive, or
Dormant.
To change the status, click it and select the new value.
|
| Relationship
|
This field displays the
organization's relationship with your firm. For example, for a client
organization, the field could contain
Existing or
Former.
To change the relationship, click it and select the new value.
|
| Employees
|
This field displays the number of employees in the
organization.
To change that number, hover over the field, click
, and enter the number in the Edit Employees dialog box.
|
| Annual Revenue
|
This field displays the
organization's annual revenue.
To change that amount, hover over the field, click
, and enter the amount in the Edit Annual Revenue dialog box.
|
| Organization Information
|
These fields display the
organization's primary address, phone number, and fax number.
To change that information, hover over the fields, click
next to
Organization Information, and make the changes in the Edit Location dialog box. To select a different location as the
organization's primary location, click
on the
Organizations toolbar, and make that change on the Edit
Organization form.
|
| Web site
|
This field displays the
organization's Web site URL.
To change the URL, hover over the field, click
, and enter the URL in the Edit Website dialog box.
|
| Recommend
|
If the
organization is recommended,
 displays. If it has not been recommended,
 displays.
To change from one to the other, click the field.
|