Page History: Pending API Organizations
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Page Revision: Fri, 21 Dec 2018 13:54
General
Screen Name: ORGTEMP
Function: The Pending API Organizations screen shows all organization submissions that have been filled out on the new Public API screen. From here, people can review and edit entries before pushing them through to Adjutant to be created as a live Organization with the Suspect attribute.
Buttons & Fields
Ignore Selected: Removes all selected entries from this list without creating Organization records in Adjutant.
Add Selected: Adds all selected entries as Organizations in Adjutant.
Update All: Saves all updates made to the fields in the Grid.
Acct Manager: Displays a list of all Account Managers in Adjutant. If an Account Manager is selected in the dropdown when the "Add Selected" button is clicked, the selected Account Manager will be filled in on the Organization record.
Process
1. Review and make any edits necessary to the entries in the grid.
2. Select the Organizations that should be added to Adjutant, then click the "Add Selected" button.
3. Watch in amazement as Adjutant magically creates your Organization records and assigns them the "Suspect" attribute.
Note: Lines highlighted red indicate that there is a possible duplicate organization in the system already. If double clicked, a new grid appears to show the possible duplicate.
