Page History: Organization
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Page Revision: Fri, 26 Jun 2009 15:39
Default Menu Location
Maintain >> Address Book >> Organizations
Organization Screen is also accessible on the Adjutant tool bar.
 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
