User Guide

10.4

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Adding an Organization Record

To add an organization record, select the business entity as Organization.

Click

New

, and then select

Organization

The data entry form for

New Organization

opens. A red line on a field indicates a required field.

Fill in the required fields and other fields as required.

If you want to add a related person record, perform the following tasks:

In the

Contacts

section, click the

Create Child Record

icon.

Type the first name and last name of the person.

In the

Relationship Type

box, type one of the following values:

ContactContact. Specifies the person as a contact for the organization.

ContactEmployee. Specifies the person as an employee of the organization.

Enter values in other fields as required.

Click the

Apply

icon.

Click

Save

By default, the record is saved as a draft, and you can later submit the record for approval. If you do not want to save the record as a draft, clear the

Draft

check box before you save the record.

If you are a user with an approver role, ensure that you clear the draft check box.

If your user role permits you to save data without a review,

Customer 360

saves the record as an active record. Otherwise,

Customer 360

saves the record as a pending record and initiates the review process associated with your role.

Rename Saved Search

Table of Contents

User Guide

User Guide

Adding an Organization Record

Adding an Organization Record