Full Title: How To Add New Organization Records
Short Description:
Business Rules:
- After You Add an ORG and Save - Don't Forget there is a bit more to do.
- After you complete the first part of the process to add a new ORG, it's important to do the following with the newly added record (scroll to the "Step-By-Step" to see more detail):
- Update DBA Name to match Company Name
- Go to the Account Tab and choose "Organization Info"
- Block/copy the "Name" and scroll down to "DBA Name" and paste into that field. DBA Name is important for queries and reports.
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- If you don't have access to update the DBA Name field, please ask the Database Administrator for assistance or access.
- Scroll down and Save
- Learn more about Company Name fields at Organization Records - Name Fields
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- Set Address to Primary, Billing, and Shipping
- Go to the Overview Tab and select the "Edit" button next to Address
- Check the boxes for Primary, Billing, and Shipping. These checkboxes are for data queries and reports.
- Scroll down and Save
- Learn more about Address fields at Addresses.
- Update DBA Name to match Company Name
- After you complete the first part of the process to add a new ORG, it's important to do the following with the newly added record (scroll to the "Step-By-Step" to see more detail):
Tips | Tricks | Hints:
- IND before ORG . . . or ORG before IND? If you are adding both an Individual and an Organization, it is easier to add the Organization first. Follow the steps below and then add the Individual (How To at Individual Records - Add New).
Text | Images | Step-By-Step:
When Adding Organization Records, please note the following:
Acronym. This an optional field and can be used if desired. Note that this is not the same as the Underwriter Code.
Name. This is the only field which is required to create a new Organization Record.
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Enter the full name of the company as you are adding the new record - this will be the Company Name.
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NOTE that you will need to revisit the Name information after you save the new Record to add the same company name data into the "DBA Name" field.
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See more detail about the four fields that can contain company name information at Organization Records - Name Fields
Web Site. Enter the company’s website URL.
Address. Enter the Work Address for the Organization.
- Follow the business rules for all Addresses at Addresses.
Phone. Enter the Work Phone Number (numerals only, no punctuation) for the Organization. See the Business Rules for phone numbers and learn how they are used at Phone Numbers.
Email. Enter the Organization’s main Email address.
Source. This is an optional field. If you don’t know what it is, leave it blank. If you would like to add a new Source Code, contact the ALTA Database Administrator.
Save. When you click Save, re:Members (formerly Impexium) will open the new Organization Record on the Account Tab > Relationships.
After you Save . . .
- Update DBA Name to match Company Name
- Go to the Account Tab and choose "Organization Info"
- Block/copy the "Name" and scroll down to "DBA Name" and paste into that field. DBA Name is important for queries and reports.
-
-
- If you don't have access to update the DBA Name field, please ask the Database Administrator for assistance or access.
- Scroll down and Save
- Learn more about Company Name fields at Organization Records - Name Fields
-
- Set Address to Primary, Billing, and Shipping
- Go to the Overview Tab and select the "Edit" button next to Address
- Check the boxes for Primary, Billing, and Shipping. These checkboxes are for data queries and reports.
- Scroll down and Save
- Learn more about Address fields at Addresses.
