Adding Organizations

An organization record is added with an organization name and any number of contact names. One person is marked as the primary contact name. In addition you can add any number of addresses, phone numbers, and email addresses.

An organization can have certain attributes. Some of these are built-in, like Do Not Mail and Do Not Call flags. You can also add user defined fields to organizations, and you can add tags. Organization attributes, including user-defined fields and tags, appear on the top section of the Profile view of the Bio tab.

There are two ways to add a new organization: Quick Add and Advanced Add.

1. The Quick Add screen allows you to create an organization with one contact name, one address, three phone numbers, one email address, plus organization attributes and tags. It is intended as a way to quickly add names when you do not have very much detailed information.
2. The Advanced Add screen takes you through 5 steps where you can add any number of names to the organization, adding tags and user defined fields to each name. You can also add an unlimited number of addresses, phone numbers, and email addresses.

There are several ways to get to the screen where you can add an organization. Once you are on the Add Organization screen, you can decide if you wish to use the Quick Add version or the Advanced Add. There is a button that takes you from one to the other.

From the Quick Add navigator, click on Organization.

From the Search screen, after searching for a name, click on Add if you don't find the organization you are looking for.