Adding a new Organization

Go to the Create Organization View

A new Organization can be added by going to the Create Organization view.

🚧To go to the Create Organization view:

• Navigate to the Reference Data -> Organizations view

• Click on the Create button in the Table Controls

Define the Type

The Type is the primary classification or type of organization that this entry represents

🚧To define the Type of the Organization:

• Click on the Type input

• Search and select an appropriate option

Define the Focus Industry

the Focus Industry is the industry that this organization primarily operates within

🚧To define the Focus Industry of the Organization:

• Click on the Focus Industry input.

• Search and select an appropriate option

Define the Official Name

The Official Name is the official/legal name of the Organization

🚧To define the Name of the Organization:

• Click on the Official Name input.

• Enter the new Name

Define Address Type

The address type indicates the intended use of the address. (e.g. PhysicalVisit for a physical address, or WorkPlace, etc...)

🚧To define the Address Type for the Organization:

• Click on the Address Type input.

• Search and select an appropriate options

Define the Country

The country where the address resides

🚧To define the Country for the Address of the Organization:

• Click on the Country input.

• Search and select an appropriate option

⭐Define the Province (Optional)

The Province is a partition of a country (also known as a Region, Territory, Zone, etc.)

🚧To define the Province for the Address of the Organization:

• Enter the Province into the Province input

⭐Define the City (Optional)

The City is a municipal area (also known as Town, Municipality, City, Village, etc.)

🚧To define the City for the Address of the Organization:

• Enter the City into the City input

⭐Define the Street (Optional)

The Street is a location (building number, unit number, etc.) which is used to locate the address on a street or road.

🚧To define the Street for the Address of the Organization:

• Enter the Street into the Street input

⭐Define the Postal/ZIP Code (Optional)

The Postal/ZIP is a codified representation of the address used for postal delivery and/or package routing, etc.

🚧To define the Postal/ZIP Code for the Address of the Organization:

• Enter the Postal/ZIP Code into the Postal/ZIP input

⭐Displaying More Fields (Optional)

More Address fields can be displayed and managed if needed.

🚧To display more Address fields for a Organization:

• Click the More Fields button

⭐Define P/O Box (Optional)

The P/O Box is the post-office box, mailbox number, or other identification for a delivery instruction

🚧To define a P/O Box for the Address of the Organization:

• Enter a new P/O Box into the P/O Box input.

⭐Define Unit/Suite # (Optional)

The Unit/Suite number is the unit, suite, office, or other sub-division of the building

🚧To define the Unit/Suite # for the Address of the Organization:

• Enter the Unit/Suite # into the Unit/Suite # input

⭐Define Additional Field (Optional)

The Additional is a location which assists in the locating of the address (i.e. closes intersection, ward, etc.)

🚧To define the Additional for the Address of the Organization:

• Enter the Additional into the Additional input

⭐Define Care of Instruction (Optional)

Care of Instruction (i.e. C/O) is if delivery or other mail delivered to this address requires a care-of instruction

🚧To define the Care of Instruction for the Address of the Organization:

• Enter the Care of Instruction into the C/O input

⭐Define Parent Organization (Optional)

The Parent of a Organization is the direct parent of this Organization in the Organization hierarchy

🚧To define the Parent of the Organization:

• Click the Parent input

• Search and select an appropriate Parent from the list of options

Save the New Organization

This step will actually save and allow you to view the new Organization

• Click the Save button to add the new Organization.