Screen flows

• Submit—Validate and save the changes.
• Refresh—Reload the original data. Any changes made since the last submit are lost.
• New—Create a new item related to the application.
• Delete—Confirm and delete the current item.
• Open—Display a dialog box to enter an existing item to display its detail.
• New Search—Return to the Search screen and clear the search results and the search criteria.

Header

• Organisation Code

  The unique code assigned to the organisation.

• Name

  The name of the entity. Maximum length of 200 characters. Multi-language support.

• Description

  The description of the entity. Maximum length of 400 characters. Multi-language support.

• Email

  The email address for the organisation. Maximum 256 characters.

• Telephone

  The telephone number for the organisation.

• Fax

  The fax number for the organisation.

• File

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.

  • Reporting additional details about the entity.

• Logo

  A logo can be uploaded, downloaded or removed from the entity.

Address Grid

The addresses associated with the organisation.

Update the fields either in-grid or double-click to open the CCORGNADDR—Organisation Address Detail screen and update them there.

• Grid flows

  • Create Organisation Address—Launch the CCORGNADDR—Organisation Address Detail screen to create a new client address.

• Row flows

  • Set Default—Set the address as the default address for the organisation.