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Functionality
Create an Organisation
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Edit an Organisation
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To create an organisation, click the ‘Create’ button found to the top right of the page: 
. A pop-up window to ‘Add Organisation’ will show. Complete the fields and click ‘OK’.
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This will add the organisation to the grid.
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Multiple ‘Type[s]’ can be added to the organisation. |
Edit an Organisation
To edit an organisation’s details click the corresponding ‘Edit’ button: 
to prompt the pop-up window in which the fields can be edited.
To edit an address, click the button: 
this will prompt a pop-up window with multiple tabs for the billing, physical and postal addresses. These fields can be filled out.
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The icon button: |
Deactivate/Activate an Organisation
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Filter
a. Filter by Active records
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b. Search filter
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Un-check the checkbox to deactivate an organisation. It should show as: 
Click the un-checked checkbox to activate an organisation. It should show as: 
Filters
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Clears filters previously selected.
Search filter for text.
‘Active Only’: unchecked will include inactive records as well as active. Checked will filter for only active.
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