Organization Conditions

When choosing organization conditions, select from these fields and enter the value in the specified format.

Note: Two default organization address types are included by default: Billing and Shipping. When selecting the Street, City, State/Province, Country, and Postal Code fields under Organization, you can see separate entries for each address type. You can also see any additional custom organization address types that have been added. See Add or Edit an Organization Address Type.

Conditions for Organizations

Field	Description	Value Format
Organization Name	Name of the organization.	Enter text in the field.
Source	Source of the organization.	Select the check box for the source of the organization.
Updated From	Source of the most recent contact update.	Select the check box that indicates where the organization was most recently updated.
Street	Organization street address.	Enter text in the field.
City	Organization city.	Enter text in the field.
State/Province	Organization state or province.	Select a state or province from the menu.
Country	Organization country.	Select a country from the menu.
Postal Code	Organization’s postal code.	Enter text in the field.
Service State	Service check box selection for the State.	Select Yes or No.
Opportunities State	Opportunity Tracking check box selection for the State.	Select Yes or No.
Outreach State	Outreach check box selection for the State.	Select Yes or No.
Industry Type	Organization industry.	Select an industry type from the menu.
Acquired	Date the organization was acquired as a customer.	Click the drop-down list to open the current month calendar, then select a date the organization was acquired. Use the arrows at the top to change the month if necessary.
Banner Note	Information entered by a staff member in the banner.	Enter text in the field.
Banner Flag	Importance of the banner.	Select an importance level from the menu.
Banner Updated	Date and time the banner was last updated.	Click the drop-down list to open the current month calendar and select a date and time the banner was updated. Or select a relative time.
Banner Updated By	Staff member who last updated the banner.	Select a staff member from the menu.