Add an Organization

You can add organizations independently of other records, or you can add them when you work on contacts.

Before you start

Because other staff members may have permission to add organizations, the organization you plan to add may already be in the knowledge base. To avoid duplicating organization records, search the knowledge base before adding an organization to be sure it does not already exist. See Record Search Options.

Here's what to do

Do one of the following:
- Click New.
- If your navigation set is configured to add organizations from the file menu, click File and select Organization. See Configure the File Menu.
- Click Search next to the Organization field from a contact record, and then click New Organization on the Organization Search window.
A new organization opens on a subtab.

Enter field information.

Organization Workspace Fields

Field	Description
Organization Name	Enter the name of the organization in this field.
Billing	Click Edit in the lower right corner of the field to display a window for entering the organization’s address. Enter information in the Street, City, and Postal Code fields, and make selections on the Country and State/Prov. fields drop-down menus. When you select the country, the associated states or provinces appear in the State/Prov. menu. Press Enter when you are finished to close the window and display the address. To select another address type, either Shipping or any custom address organization type, click the arrow and select the address type. Then complete the address information.
SLAs	Click Add or Edit in this field to open the SLA Viewer window and add or remove an SLA instance for the organization. (If you have read-only permission in your profile, you will only be able to view an SLA instance that has already been applied.) See SLA Instance Field. This field applies only to Service.
State	Click this drop-down list and select one or more of the following check boxes. Service Outreach Opportunities The State field classifies how the organization was added (whether through Service when working on an incident, Oracle B2C Service Outreach when adding contacts, or opportunity tracking when working on an opportunity). The State field may be updated automatically, and you can also update it manually.
Salesperson	Click this drop-down list to select a salesperson assigned to the organization. This field defaults to your name on the standard organization workspace. See Assign a Record from a Report.
Login	Enter a name in this field to designate a login for members of the organization to use when logging in to the customer portal. If your customer portal was configured to require an organization login, customers must know the organization login name so their contact record can be associated and authenticated with the organization. This field applies only to Service.
Password	Enter a password in this field to assign a login password to the organization. This field applies only to Service.

To add contacts to the organization, click the Contacts tab. See Add New Contacts to an Organization.
To associate the organization with a new opportunity, click the Opportunities tab, click Add New, and complete the opportunity fields. See Overview of Opportunities.
To add notes to the organization record, click the Notes tab, click Add, and enter your comments in the field.

Note: Add notes to the organization when you want to provide information for other staff members. Notes are not visible to customers. Click Note Channel (next to Organization Note on the subheading of the Notes tab) to select the channel through which you gained the information you are adding to the note. Besides selecting No Channel, options include Phone, Fax, Post, CSS Web, and Email.
To associate tasks with the organization, click the Tasks tab, where you can add, edit, print, copy, assign, delete, and forward tasks associated with the organization and mark them complete. See Tasks Tab.
To associate the organization with a new incident, click the Incidents tab, click Add New, and complete the incident fields. See Add an Incident.
To define the organization in terms of its parent or subsidiary divisions, click the Hierarchy tab. See Organization Hierarchies.
To attach files to the organization record, click the Attachments tab. See Overview of the Attachments Tab.
To view the audit log for the organization, click the Audit Log tab. See Audit Logs.
To add a flag to the organization, click the area next to the white flag at the top of the content pane. See Add a Flag to a Record.
If the organization you are adding is on a subtab (because you are adding the organization to a contact), click OK.
Note: Closing the new organization subtab saves the organization data in memory, but the organization is not added to the knowledge base until you save the contact you added the organization to.
Click Save.