The documentation portal is undergoing maintenance. During this period, you can't create any new user credentials. If you do, you'll need to recreate the user credential after the maintenance period ends.
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.