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.
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