Organization Profile Child Forms

An Organization Profile has a range of child forms that record information related to the organization (such as subscriptions, memberships, invoices, etc). Some child forms allow you to add information related to the organization. For example, the notes child form allows you to enter notes about the organization directly from the child form. Other child forms, such as the organization memberships child form, simply pull data from other areas of the site.

Child forms are grouped under two tabs, which are located under the main information section of the Organization Profile.

Organization Profile, child form tabs

No more than one child form menu tab can be displayed at a time. Clicking the More tab expands a fly-out menu that lists all available child form categories. A breakdown of all child forms tabs available on the Organization Profile appears below.

The More Tab Flyout

Once you choose you tab and click to expand a chosen child form, you can see several icons from child forms throughout netFORUM that perform various actions when clicked. They are:

Use This Icon To Perform This Action

expand/close icon to expand or close a child form.

goto record icon to view that record's profile page.

add icon to add a new record to the child form.

edit icon to edit a record on the child form.

delete icon to delete a record on the child form.

grandchild form icon to expand or close a grandchild form.

new window icon to open a child form in a new window.

more info icon to see more information about the a record on the child form.

linked headings to sort the records.

Membership Tab

ClosedThe Membership child form tab contains child forms pertaining to any memberships that the organization may have. Child forms under this tab include:

Relations Tab

ClosedIf the organization has a relationship with any other individual, organization, or chapter in the database, it is recorded under the Relations child form tab. Child forms under this tab include:

Contact Info Tab

ClosedMost child forms under the Contact Info tab operate in the same way. They allow you to add, and in many cases, delete, pieces of contact information from the organization's profile. These child forms store information such as addresses, telephone and fax numbers, e-mail addresses, websites, name aliases, and ip address range.

Events Tab

ClosedInformation related to events an organization has been billed for (on behalf of individuals registering) as well as event sponsorships the organization has purchased appear under the Events child form tab.

Committees Tab

ClosedIf individuals related to the organization are members of committees, those committees appear under the committees child form. The committee members child form displays all current committee participation records. Participation records only show if the End Date has not passed.

Awards Tab

Closed

The Awards tab contains the following child forms:

Scoring Tab

ClosedOrganizations are scored based on their actions, attributes, and activities. The scores of an organization are recorded under the Scoring child form tab.

Products Tab

ClosedThe products tab contains the products purchased child form and information on products that the organization has purchased. This can include conference and event fees, award entry fees, membership dues, and more.

Subscriptions Tab

ClosedThe Subscriptions tab contains information on subscriptions associated with the organization. This can include active and canceled subscriptions, as well as subscriptions that are scheduled to take place in the future. Discount program usage and coupons are also recorded in this section as well as consortia organization information.

Invoices Tab

ClosedInvoices related to the organization being viewed are listed under this child form tab.

Orders Tab

ClosedOrders related to the organization are listed under the Orders tab.

Payments Tab

ClosedIf an organization has made payments, they appear under the Payments child form tab. You can also save payment method information for customers in the stored payment information child form.

Other Actg Tab

ClosedAdditional child form tabs—such as invoices, payments, and orders—containing accounting-related information appear under the Other Actg child form tab.

Correspondence Tab

ClosedCorrespondence preferences and instances of correspondence with the organization appear under the Correspondence tab. You can also record notes about the organization, and view a consolidated list of all notes from other areas of the site.

Log Tab

ClosedThe Log child form tab tracks changes made to an organization's profile information, including information such as a history of address changes, relationships with individuals and other organizations, and membership history. This allows you to see a complete history of changes to the organization's information.

Org Tree Tab

Fundraising Tab

ClosedThe Fundraising tab tracks all of an organization's fundraising and charitable works. Childforms include:

Grants Tab

ClosedThe following child forms are available under the Grants tab:

Sales Tab

ClosedThe following child forms are available under the Sales tab:

Misc Child Form Tab

ClosedThe Misc child form tab contains child forms that pertain mostly to activities that the organization may be involved in. Child forms under this tab include:

Exhibits Tab

ClosedThe following child forms are available under the Exhibits tab:

Accreditation Tab

ClosedThe following child forms are available under the Accreditation tab:

Advertising Tab

ClosedIn all Advertising tab child forms, add new items by clicking the add icon.