• 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

Organization Relationships

The Relations tab allows you to view and add the following relationships:

• Linked "Child" Organizations
• Linked Individuals such as employees
• Individuals with other relationships to the Organization such as a Board Member
• Relationships to other organizations such as a branch or subsidiary (you may add them from this profile)
• view reciprocal relationships from other organizations (you may view other relationships that have been added from other organizations)