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Organizations can be synced from ConneX or they can be manually added while in administration. The following instructions are for manually adding a new organization.

  1. While in ‘Administration’ select ‘Records’.

  2. Set the ‘Zone’ to

...

  1. ‘Core’ and the ‘Table’ to ‘Organization’.

  2. Click on ‘Add’ to add a new organization.

  3. If the organization is going to be modified/disabled select ‘Edit’.

 

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