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Page Revision: Fri, 26 Jun 2009 15:42



Default Menu Location

Maintain >> Address Book >> Organizations

Organization screen is also accessible from the Adjutant tool bar.

Organization Screen

Organization Screen


General Description

An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that your company has a relationship with. The Organization Screen lists all of your organizations’ key information and also allows you to edit existing, and add new organizations.

Fields/Filters

The fields and new icons in this screen are described below:

Code: The ID # of the organization. Leave this blank when entering a new organization. The program will automatically assign a code.

Name: Name of the organization you are adding or editing. Click Name to perform a Google search on the organization's name.

Address: Street address of the organization. Click Address to perform a Google Maps search for the organization's address.

City: City the organization is in

State: State the organization is in

Zip Code: Zip Code the organization is in

Country: Country the organization is located

Zone: The area/zone of the organization. Zones are maintained in the Rule Maintenance Screen by selecting Zones from the pull-down menu.

Phone: Contact phone number

Fax: Contact fax number

Email: Contact email address

Contact: Main contact person’s name for the organization

Title: Title of the main contact person

Web Page: The organization's web page (Click the Web Page link to open the web page with your default web browser)

Parents: Parent organizations of the selected organization (Double-click the organization name to open another screen with their information).

Children: Child organizations of the selected organization (Double-click the organization name to open another screen with their information).

Attributes: List of the attributes that have been assigned to the organization


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