Add/Edit/Disable an Organization (Contractor)

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

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

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

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