Organization - Revision history

Tcampbell: /* Links to the more common Organization Attributes */

2022-12-13T21:18:09Z

‎Links to the more common Organization Attributes

Tcampbell at 21:16, 13 December 2022

2022-12-13T21:16:45Z

Tcampbell at 21:14, 13 December 2022

2022-12-13T21:14:52Z

Gandrews at 00:39, 17 July 2020

2020-07-17T00:39:46Z

Gandrews at 00:38, 17 July 2020

2020-07-17T00:38:43Z

Gandrews at 00:35, 17 July 2020

2020-07-17T00:35:26Z

Gandrews: Created page with " ===General Description=== '''Default Menu Location''': Maintain >> Address Book >> Organizations The Organization screen is also accessible from the [^{UP}Organizations\Too..."

2020-07-17T00:34:49Z

Created page with " ===General Description=== '''Default Menu Location''': Maintain >> Address Book >> Organizations The Organization screen is also accessible from the [^{UP}Organizations\Too..."

New page

===General Description===

'''Default Menu Location''': Maintain >> Address Book >> Organizations

The Organization screen is also accessible from the [^{UP}Organizations\Tool Bar - Organization icon.jpg|Adjutant Toolbar]

'''Screen Name''': ENT

'''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.)

[imageauto|Organization Screen|{UP}/OrgScreenEmbedded.png|^{UP}Organizations\Organization Screen - ABIS.jpg]

===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

{s:yellow
| text = '''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

===Quick Links===

====Links to the more common Organization Attributes====

*'''[^billto|Bill To]'''
*'''[^soldto|Sold To]'''
*'''[^shipto|Ship To]'''
*'''[^remit to|Remit To]'''
*'''[^soldfrom|Sold From]'''
*'''[^resource|Resource]'''

@@ Line 57: / Line 57: @@
 ====Links to the more common Organization Attributes====
-*'''[^billto|Bill To]'''
+*'''[[Bill To]]'''
-*'''[^soldto|Sold To]'''
+*'''[[Sold To]]'''
-*'''[^shipto|Ship To]'''
+*'''[[Ship To]]'''
-*'''[^remit to|Remit To]'''
+*'''[[Remit To]]'''
-*'''[^soldfrom|Sold From]'''
+*'''[[Sold From]]'''
-*'''[^resource|Resource]'''
+*'''[[Resource]]'''
 [[Category:Address Book]]

← Older revision		Revision as of 00:39, 17 July 2020
Line 65:		Line 65:
	*'''[^resource\|Resource]'''		*'''[^resource\|Resource]'''

−	[[Category:~~AddressBook~~]]	+	[[Category:Address Book]]

← Older revision		Revision as of 00:38, 17 July 2020
Line 64:		Line 64:
	*'''[^soldfrom\|Sold From]'''		*'''[^soldfrom\|Sold From]'''
	*'''[^resource\|Resource]'''		*'''[^resource\|Resource]'''
		+
		+	[[Category:AddressBook]]

@@ Line 10: / Line 10: @@
 '''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===

@@ Line 1: / Line 1: @@
+__NOTOC__
 ===General Description===
 '''Default Menu Location''': Maintain >> Address Book >> Organizations
-The Organization screen is also accessible from the [^{UP}Organizations\Tool Bar - Organization icon.jpg|Adjutant Toolbar]
+'''Default Adjutant 20/20 Icon''' [[image:org.png]]
-'''Screen Name''': ENT
+'''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.)
@@ Line 38: / Line 38: @@
 '''Contact:'''  Main contact person’s name for the organization
-{s:yellow
-| text = '''PLEASE NOTE:''' Entering a contact name while ADDING an Organization will also create a new Contact. &nbsp;Entering a contact name while '''EDITING''' an Organization will NOT create a contact record.
+'''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.