Organization Workspace Ribbon
The buttons on the standard organization workspace ribbon are used to perform actions on the workspace.
For information about the ribbon in general, see Common Functionality Ribbon.
| Group/Button | Description |
|---|---|
| Editor | |
| Undock | Click to undock the organization editor from the console and display it in a separate window. |
| Save | |
| Save | Click to save the changes you have made to the
organization and continue working. The organization record remains
open. When you save an organization, the rules engine evaluates it. If organization rules exist and the organization matches one or more rules, the record may be modified when you save it. For example, a rule can change an organization’s state or set a custom field value. See Overview of Business Rules. |
| Save and Close | Click to save the organization and close the record. |
| Actions With the exception of the New and Appointment buttons, the buttons in this group are not enabled until after you have saved an organization you are adding. |
|
| New | Click to add an organization. |
| Refresh | Click to refresh the current organizations report. |
| Appointment | Click to add an appointment that is associated with the organization. See Record Information Available in Outlook Appointments. |
| Click to print the organization record. See Print a Record. | |
| Copy | Click to copy the organization record. See Copy a Record. |
| Delete | Caution: Deleting an organization
permanently removes all contacts associated with the organization
from the knowledge base. It also deletes all incidents for which the
contacts are the primary contacts, and it may delete opportunities
as well. See What Happens When You Delete a Contact. Click to delete the organization record. |
| Proofing | |
| Spell Check | Click to check the spelling of any fields that have spell checking enabled. See Check Spelling Manually. |
| Links and Info | |
| Links | Click to select a URL from the list of links added by your administrator. |
| Info | Click to see details about the organization, including when it was added and last updated and the record ID. If the organization record is in a rules state, that information also appears. |