Edit an Organization Associated with an Incident

Incidents are associated with contacts. If an incident also has an organization association, it’s because the primary contact is associated with an organization.

The Organization tab lets you view the name and ID of the organization associated with the primary contact, and you can edit the address, login, password, and state for the organization. But if you want to change the organization associated with an incident, you will have to edit the contact record.

1. From an incidents report, right-click the incident and select Open > Incident.
2. Click the Organization tab.
   Note: The Organization Name and Organization ID fields are read-only.
3. To enter an address, click Edit in the lower right corner of the Billing field to display a window for entering the address. Enter information in the Street, City, and Postal Code fields, and make selections on the Country and State/Prov fields drop-down lists. 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 you entered.
4. To enter a login or password, enter the information in the appropriate field.
5. To change the state, click the drop-down list and select an option.
6. To view the incident history for the organization, click the Incident History tab.
7. To view the contacts, click the Contacts for Org tab. You can also open, add, print, copy, assign, delete, and email contacts using the toolbar on this tab.
   Caution: There are usually consequences when a contact is deleted. See Delete a Contact.
8. Click Save.