Add an Organization

Add a new organization that identifies specific a business in Field View.

Use the search feature to ensure that the organization you want to add doesn't already exist.

Fastpath: More > System Libraries > Organisations
  1. Select More > System Libraries > Organisations.
  2. Select the Add button .
  3. In the Organisation Name field on the Add Organisation window, enter the name for the organization.
  4. In the Organisation Aliases field, enter any other names the organization uses.
    For example, if Smith Plumbing also does business as Joe Smith Plumbing, add Joe Smith Plumbing in this field.
  5. In the Registration No. field, enter a company registration number.
    For example, in the United Kingdom, this is the number assigned to a company upon incorporation.
  6. Select Save.
The new organization is available to use in Field View.