Official website: English | Dansk | Deutsch | Español | Support

 

Organizations

Menu path: Data Management > Organization

This page allows you to manage organization data.

 

Overview:

 

 

 

Search Organizations

Step 1: Input key word(s) for search function.
Step 2: Click on Search button to get results.

image002

 

Back to overview

 

Add New Organization

Step 1: Click on “Add new organization”.
Step 2: Enter Organization Name and Description.
Step 3: Click on the OK button to create the new Organization.

image004

Step 4 (Optional): Add new contact by clicking on the Contacts tab.
Step 4.1: Click on “Add new contact”.

image006

Step 4.2: Input the necessary information.
Step 4.3: Click the “Add “button.
If you want to delete a contact, click on the corresponding “Delete” link.
Step 4.4: Click the “OK” button to save data.

image008

Step 5 (Optional): Add New Address by choosing the organization you just created and then click on “View address details” on the Summary tab.
Step 5.1: Enter “Address details” and “Communication details”.
Step 5.2: Click on the “OK” button to save data.

image010

 

Back to overview

 

Update Organization

Step 1: Click on the organization name that you wish to update.
Step 2: Input necessary information.
Step 3: Click on “OK” button to save or “Cancel” to return.

image002

 

Back to overview

 

Delete Organization

Step 1: Click on “Delete’ to delete the corresponding Organization. The system will show all related data that will be deleted as well.
Step 2: Click on “Delete” to confirm the deletion.

image013

 

Back to overview

Import/Export/Update Organizations in Bulk via DataBridge

With TSR DataBridge, you can import, export and edit your organizations in bulk.
On how to use DataBridge, please click here…

 

Back to overview

 

 

Leave a Reply

More about TSR

Microsoft Windows Certified

Microsoft Windows 7 and 8 Certified