Edit Organization Dialog Box

If you use organizations, use the Edit Organization dialog box to assign each opportunity to an organization.

You must also assign employees to organizations when you add employees in Configuration.

For more information about setting up and using organizations, see OrganizationsBusiness Units and Configuration: General.

Location

To display the Edit Organization dialog box, complete the following step:

Do one of the following:

• To select an organization for an opportunity on the Overview tab in the Opportunities area, click next to the Organization field.
• To select an organization for an opportunity on the Add Opportunity form or Edit Opportunity form, click in the Organization field.
• To select an organization for an employee in the Users area in the Configuration workspace, click in the Organization field.

Contents

Field	Description
Organization search field	To select from a list of organizations with names that contain a specific sequence of characters, type the characters in this field and pause. The organizations that meet the search criteria display in the grid.
Organization grid	How you use this grid depends on how you want to select the organization: To select from a list of organizations with names that contain a specific sequence of characters, type the characters in the search field above the grid and pause. The search results display in the grid. Click the organization you want to select. To specify the organization by selecting the values for each of the organization levels, leave the search field above the grid blank. In the grid, select the code you want for the first organization level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the organization. If you need to go back to a higher level, click next to the record of your selections above the list. If you want to confirm that you have the correct organization, hover over the value in the list for the lowest organization level to display the organization name in a tooltip.
Select	After you select the organization in the grid, click this button to assign the opportunity or employee to that organization.
Remove Organization	If an opportunity is assigned to a company and you want to remove that assignment without assigning the opportunity to another organization, click Remove Organization. You can also use Remove Organization to remove the organization assignment for an employee, but you must then assign the employee to another organization.
Cancel	Click Cancel to close the dialog box without assigning the opportunity or employee to an organization.