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How do I create a new Organization record?

Organizations are similar to contacts except an organization record may or may not have a contact. Once an organization has been created you can also associate multiple contacts to the organization.

You can easily add or update organization information from within the record. Each organization record also provides access to all of that organization’s interactions with your office. This includes all open and closed correspondence and casework, as well as any contacts, notes, or codes you may have applied.

NOTE: Any records created in a case where the organization is not the primary contact will not display in the organization’s record. 

 

Creating a new Organization from Quick Search

1. Enter organization name in the Quick Search, click the Search icon or press Enter on your keyboard.

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2. The New Organization entry form opens, enter Organization name and Address.

3. Click the Save button.

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4. The organization record opens.

5. To add contacts to the organization, click the blue New button and select Contact from the drop-down menu.

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6. The Contact Lookup dialog opens, click the Name filter by link.

7. Enter "contact's first last name", click Find.

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NOTE: If contact is not in the database, click the New Contact link located in the bottom left.

8. Select contact, click the Apply button.

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9. Contact will now list in the organization record.

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Creating a new Organization from the New (Create New Folder) button

1. Click the New (Create New Folder button) in the top left navigation.

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2. From the drop-down, select New Organization.

3. The New Organization dialog opens, click the Find Contact link located in the bottom left.

4.  If no contacts are found, click the Cancel button.

5. From the New Contact entry form, enter Organization and Address.

Note: As you type the organization name existing database matches will display in the Organization field. Click to select and then continue to entering Address.

4. Click the Save button.

 

Creating a new Organization from a Casework

1. From a new or existing case, click the Contact tab.

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2. The Contact Lookup dialog opens, click the Organization link.

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3. Enter organization name, click Find.

4. If organization contact already exists, select by clicking the checkbox and click the Apply button.

5. If organization contact is not found, click the New Contact button and enter Organization and Address.

Note: As you type the organization name existing database matches will display in the Organization field. Click to select and then continue to entering Address.

6. Click the Save button.

7. The contact lists in the Contacts section of Case Details.

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