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Edit an Organisation
To edit an organisation 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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Info |
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The icon button: clears all entered address details in that tab. |
Deactivate/Activate an Organisation
Un-check the checkbox to deactivate an organisation. The checkbox with a check indicates the organisation as active.
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Filter
a. Filter by Active records
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b. Search filter
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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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