Toolbar of Individual Organization Setup

Use the Individual Organization toolbar to manage organization records.

The options that display on the toolbar depend on the security access rights assigned to your role by your system administrator.

Contents

Field Description
New Click this option and then select one of the following:
  • New Organization: Opens a blank organization record. Use the blank record to create a new organization record.
  • Copy Current Organization: Copies the current organization record to a new record. You can then edit the copied record to create a new organization record.
  • Select Organization to Copy: Opens the Organization lookup so that you can select an organization record to copy. You can then edit the copied record to create a new organization record.
Delete Organization Click this option to delete the current organization record from your database.
Print Click this option and then select one of the following:
  • Print Current Organization: Prints the current organization record.
  • Print Active Group: Prints all organization records that are currently active.
  • Select Organization to Print: You select the organization records that you want to print.