Associated Organizations Tab of Firm Setup - Proposals

A firm can have many associated organizations, but each organization can only be related to one firm.

When you add an organization on the Associated Organizations tab, Ajera CRM checks to ensure that the organization is not associated with any other firm. If it is, Ajera CRM alerts you of this problem and prompts you to select a different organization.

An organization must already exist in the Ajera CRM database before you can enter it on the Associated Organizations tab.

Contents

Organizations Grid

Field	Description
Organizations drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert an associated organization in the Organizations grid. Because an organization may only be related to one firm, Ajera CRM checks to ensure that the selected organization is not affiliated with any other firm. If it is, Ajera CRM alerts you of this problem and prompts you to select a different organization.
Delete	Click this option to delete an associated organization from the Organizations grid. When you remove an organization from the grid, you do not also delete it from the database.
Organizations	This field lists the organization code.
Organization Name	This field lists the organization name.
Organization Status	This field displays the organization status: Active — The organization is currently in use. Inactive — The organization is not currently used and is not available on the list of active organizations that displays on the organization lookup. Dormant — The organization is not allowed for use in Ajera CRM. You can only insert active or inactive organizations on this grid.