Add an organization to your external contacts

The following permissions:

  • External Contacts > External Organization > Add
  • External Contacts > External Organization > View
  • External Contacts > External Organization > Edit
  • External Contacts > settings > Edit
  1. Click Directory > External Contacts.
  2. Click the Organizations tab.
  3. Click Add and then Create Organization.
  4. Type the organization’s name in the Organization Information form. Other Organization Information fields are optional.
  5. Select a Division and associate it to the organization. Leave the division as unassigned if you do not want to associate any division to the organization.
    Note: The divisions that appear in the list are the ones for which you have permission to access. If you do not see a division in the list, contact your administrator.
  6. To use custom fields, from the Organization Type list, click the organization type and complete the custom organization fields.
  7. Click Save.
  8. Add contacts.
  9. Add or manage relationships.
  10. Add or manage notes.