Add an Internal Organization

You can add an internal organization, such as a branch to your parent organization.

To add an internal organization:

  1. On the header bar, click Activity Zone.
  2. In the Search Activity Zone field at the top, enter Add Internal Organization.
  3. On the Add Internal Organization window, enter the details for the organization.
    All mandatory fields are highlighted in red.
  4. Under Classifications, click to assign classifications, such as region, sector, client, supplier, and so on.
  5. Click OK to create the organization.
  6. On the new organization record, click to edit the organization's details.
    For information, see Edit an Organization.