Page History: Search for Organizations
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Page Revision: Fri, 17 Feb 2012 14:54
General Information
Default Menu Location Search >> Organizations
Screen Name Function The Search for 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, and etc that the company has a relationship with.)
 Organization Screen |
Searchable Fields
Code: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.)
Company: Name of the organization being adding or editing (Click
Company to perform a Google search on the organization's name)
City: City the organization
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
Account Manager: Search by the Account Manager's name that is tied to the Organization record
Sales Person: Search by the Sales Person's name that is tied to the Organization record
Web Page: The organization's web page (Click
Web page link to open the web page in a default web browser)
Attributes: List of the attributes that have been assigned to the organization
