Difference between revisions of "Organization"
From Adjutant Wiki
(→Links to the more common Organization Attributes) |
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===General Description=== | ===General Description=== | ||
'''Default Menu Location''': Maintain >> Address Book >> Organizations | '''Default Menu Location''': Maintain >> Address Book >> Organizations | ||
| − | + | '''Default Adjutant 20/20 Icon''' [[image:org.png]] | |
| − | ''' | + | '''URL''': Org_S.htm |
'''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.) | '''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.) | ||
| − | + | [[image:organization.png]] | |
===Fields/Filters=== | ===Fields/Filters=== | ||
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'''Contact:''' Main contact person’s name for the organization | '''Contact:''' Main contact person’s name for the organization | ||
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| − | + | '''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. | |
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====Links to the more common Organization Attributes==== | ====Links to the more common Organization Attributes==== | ||
| − | *'''[ | + | *'''[[Bill To]]''' |
| − | *'''[ | + | *'''[[Sold To]]''' |
| − | *'''[ | + | *'''[[Ship To]]''' |
| − | *'''[ | + | *'''[[Remit To]]''' |
| − | *'''[ | + | *'''[[Sold From]]''' |
| − | *'''[ | + | *'''[[Resource]]''' |
| − | [[Category: | + | [[Category:Address Book]] |
Latest revision as of 15:18, 13 December 2022
General Description
Default Menu Location: Maintain >> Address Book >> Organizations
Default Adjutant 20/20 Icon 
URL: Org_S.htm
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.)
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