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Organizations

This book provides information about working with organizations.

Working with Organization Records

Adding an Organization Record

Adding Notes for an Organization

Organization Profile

Organization Profile Child Forms

Organization Membership

Organization Relationships

Organization Activities

Organization Awards

Organization Certifications

Organization Purchases

Organization Subscriptions

Organization Log Information

Organization Merged Information

Organization Other

Organization Membership Information

Viewing an Organization's Transaction Summary

Navigating to an Organization Profile

Finding Organizations

Adding an Organization's Relationship to Another Organization

Adding a Primary Contact for an Organization

Uploading an Organization Image

Merging Organization Information

The Product Type Drop-down List

Tracking Changes to an Organization's Web Site Address

Fulfill Merchandise for an Organization

Go Shopping for an Organization

Working with Organization Contact Information

Organization Contact Information

Organization Name & Address Information

Changing Contact Preferences

Updating an Organization's Membership Information

Adding an Organization's Web Site Information

Tracking an Organization’s Business and Billing Address information

Editing Organization Name and Address Information

Batch Organization Name Update for Employees

Departments

Managing Departments in iWeb

Linking Individuals to a Department in iWeb

Linking Individuals to a Department in eWeb

Managing Departments in eWeb

Organization Memberships

Renewing an Organization Membership

Managing Employee Flow Down Benefits

Allowing Membership Benefits Flow Down

Scheduled Jobs

Membership Scheduling Processes

Organization Relationships

Setting up a Parent Organization

Viewing Relationships from Other Organizations