The Organization section allows you to store details about companies, associations, and other agencies you work with. Other examples include hospitals, home study providers, adoption agencies, government entities, schools, etc.
Organization Types are general categories for organizations. A single organization can have multiple organization types, depending on how you label organizations.
Admins can edit this list of Organization Types by clicking the small "edit" link at the bottom of the section.
Often, the Organization type field is used as a filter for Lists, where an Organization record is connected to another record. For example:
The Home Study Agency drop-down list on the Family form will only show Organizations where Organization Type = Home Study Provider. If "Home Study Provider" is not checked under that Organization's record, it will not show up as an option to add it to the Family record.
This is a sub-category to further describe services an organization provides. The options are managed like other Lists in the system. Again, admins can edit this options in this section by clicking the "edit" button under the section.
Add an Organization
From the home screen or Organization Section's side bar, click the Add Organization link. The form that open is an "edit form" with fields to enter the Organization's details. Click Save when finished.
Connect the Organization to a Person
NOTE: The Person must have the "Active Person" field checked to show up in the search list.
From the Organization's cover page, you can add people who work for that agency by clicking the small "edit" link next to the main contact person field.