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Page History: Organizations in Adjutant 2.0

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Page Revision: Wed, 13 Jan 2016 14:52


General Information

Function: The Organization screen lists all organizations’ key information. Users can also edit existing and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.)

Organization Master Screen

Organization Master Screen


Fields/Filters

ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.)

Name: Name of the organization being adding or editing (Click Company 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: Organization phone number

Fax: Organization fax number

Email: Contact email address (Click Email to send an email from the Adjutant)

Contact: Main contact person’s name for the organization

PLEASE NOTE: Entering a contact name while ADDING an Organization will also create a new Contact.  Entering a contact name while EDITING an Organization will NOT create a contact record.

Title: Title of the main contact person

Web Page: The organization's web page (Click Web page link to open the web page in a 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



Fields/Filters

ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.)

Name: Name of the organization being adding or editing (Click Company 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: Organization phone number

Fax: Organization fax number

Email: Contact email address (Click Email to send an email from the Adjutant)

Contact: Main contact person’s name for the organization

PLEASE NOTE: Entering a contact name while ADDING an Organization will also create a new Contact.  Entering a contact name while EDITING an Organization will NOT create a contact record.

Title: Title of the main contact person

Web Page: The organization's web page (Click Web page link to open the web page in a 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



Fields/Filters

ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.)

Name: Name of the organization being adding or editing (Click Company 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: Organization phone number

Fax: Organization fax number

Email: Contact email address (Click Email to send an email from the Adjutant)

Contact: Main contact person’s name for the organization


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