Related Organizations

The ‘Related Organizations’ screen displays all the child organizations associated with the parent organization.

Add Related Organization

To add a child organization, follow the steps below.

  1. On the Organizations, tab click on the organization name.
  2. On the Organization Details screen, click on the ‘Related Organizations’ from the left-hand navigation links.
  3. Click on the +Add button.
  4. Refer to the Creating an Organization section for the standard steps to create an organization.

Note: The ‘Parent’ Organization’ field is pre-populated in the ‘Create Organization’ form.

Edit Related Organization

To edit a related organization, follow the steps below.

  1. On the ‘Related Organizations’ screen, select an organization to edit.
  2. Click on the Edit button from the top menu bar.
  3. Make the necessary edits to the Organization and Contact Information sections in the Quick View panel.
  4. Click on the Save button.

Remove Related Organization

To remove a Related Organization, follow the steps below.

  1. On the ‘Related Organizations’ screen, select an organization to remove.
  2. Click on the Remove button from the top menu bar.
  3. On the Confirmation popup, click on the Remove button.

Export Related Organizations

To export the Related Organizations, follow the steps below.

  1. On the Related Organizations screen, click on the ‘Export’ button.
  2. Follow the standard steps to retrieve exports detailed in the Exporting Contacts section.