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Browsing Organizations

Organizations are one of the major function areas of the Customer Management system. You can browse and view existing Organizations.

To browse Organizations, go to Customer Management > Organization on the left menu.

This will open the Organization List page.

Viewing Organization Details

Organization details are separated by four columns:

Field	Description
Name	Name of the organization
Description	Additional details of the organization
Type	The kind of organization it is
Business Category	Under which category the organization falls

You can click through the name of the Organization to view more details about it.

Searching for Organizations

You can also use the search field on the Organization List to find specific Organizations by name. To conduct a search, enter in your search terms and click on the Search button.

To conduct a new search, click on the Reset button to reset the form and enter your new search terms.

Printing a List of Organizations

If you want to generate a printer-friendly list of Organizations, click on Printer Version. A new window will pop-up and render a simple table suitable for printing. Click on the Print button on the upper right corner of the page.