Search icon.
Search icon.
Search icon.
The edit name & address button opens the Organization Name & Address Information page in which you can edit the following:
| Field Name | Required? | Description |
|---|---|---|
| organization name | Required | Enter the organization name. |
| sort name | Optional | Enter the desired sort name for the organization. This is the organization's name as it will appear when sorted in lists in the database. Data entered in the organization name field is auto-copied into the sort name field, but this data can be edited separately . |
| acronym | Optional | Enter the desired acronym for the organization. |
| organization type | Optional | Select the organization type from this drop-down list. For example, organization types can include associations and corporations. |
| parent organization | Optional | If a parent company to the organization being entered exists in the database, associate it by clicking the Search icon.
|
| source code | Optional | Apply an existing source code to the organization by clicking the Search icon.
|
| scoring scale | Optional | Select an existing scoring scale to apply to this organization from the drop-down list. |
| primary contact | Optional | If a primary contact individual exists in the database, associate it by clicking the Search icon.
|
| Field Name | Required? | Description |
|---|---|---|
| address lines | Optional | Complete the address lines for the primary address of the organization.. |
| city, state, & zip code | Optional | Enter the city and zip code for the addresses. Select a state from the state drop-down list. |
| county/district | Optional | Enter the county or district name. |
| congressional district | Optional | This is the unlabeled field after the county/district field. Enter the congressional district name or code. |
| province | Optional | Enter a province name. |
| mailstop | Optional | Enter a the delivery point for the mail services of this organization. |
| country | Optional |
Select a country from the drop-down field. Address location fields will update to reflect the country selected. On most iWeb and eWeb forms where an address is entered, the address inputs and labels are now configured for each country's naming convention and field order through the use of a special Address Sub-form for each country. Once you select a country, the address sub-form for that particular country appears. When a specific country is selected, for example, data values in other drop-down menus will change based upon that country (such as provinces, states, and regions) as well as how and where those fields may be displayed. The intent is to facilitate data entry for you and your customers based on the customer location. |
| validate address | Optional | To check the validity of mailing and billing addresses, click the validate address button. |
| Field Name | Required? | Description |
|---|---|---|
| on hold | Optional | Click this check box to put this address on hold. |
| record type | Optional | Select a record type from the drop-down list. |
| seasonal from | Optional | Enter or select a date that this address becomes valid because it is in season. |
| seasonal through | Optional | Enter or select a date that this address becomes invalid because its season is over. |
| organization info | Optional | Enter notes about this organization. |
Click the Save button to save your edits and return to the Organization Profile.
Click the Cancel Button to return to the Organization Profile without saving your changes.