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Edit an Organisation

To edit an organisation organisation’s details click the corresponding ‘Edit’ button: image-20240809-051134.png to prompt the pop-up window in which the fields can be edited.

To edit an address, click the button: image-20240809-052433.pngImage Added 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

The icon button: image-20240809-052701.pngImage Added 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: image-20240809-051533.pngImage Added

Click the un-checked checkbox to activate an organisation. It should show as: image-20240809-051511.pngImage Added

Filters

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  1. Clears filters previously selected.

  2. Search filter for text.

  3. ‘Active Only’: unchecked will include inactive records as well as active. Checked will filter for only active.

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