To access these settings, you will need to be in a group that has access to the Admin Module
Organizations allow you to store the contact details of companies you do business with. Similarly to people they can also be marked as clients, so they appear in the various client menus and can be invoiced directly.
People can also be linked to organizations so that the correct contact details are automatically filled out when sending an invoice or quote.
Create/Edit an Organization
To create or edit an organization go to Admin -> Organizations and click the "New" button or an existing record in the organizations table.
If you select the "client" checkbox, this organization will appear in the various client menus throughout FoxOMS.
Contact Details Fields
|Business Email||The main email address for the organization|
|Alternate Business Email||A secondary email address used for the organization|
|Business Phone||The main phone number of the organization|
|Alternate Business Phone||The secondary business phone number of the organization|
|Website||The organizations website|
|Address Line 1||Optional|
|Address Line 2||Optional|
|Address Line 3||Optional|
You can also define additional custom fields for the organization module, that will appear in a special 'custom fields' section.
Delete an Organization
To delete an organization open the edit form of the organization and click the 'trashcan' button in the bottom right hand corner.
A confirmation dialog will appear for confirmation.