Edit Organization Dialog Box

If you use organizations, use the Edit Organization dialog box to assign opportunities or employees to an organization.

Location

To display the Edit Organization dialog box, complete the following step:

Do one of the following:

• To select an organization for an opportunity on the Overview tab in the Opportunities area of the Business Development workspace, click next to the Organization field.
• To select an organization for an opportunity on the Add Opportunity form or Edit Opportunity form, click in the Organization field.
• To select an organization for an employee in the Employees & Users area in the Configuration workspace, click in the Organization field.

Contents

Field	Description
Organization search field	To select from a list of organizations with names that contain a specific sequence of characters, type the characters in this field. The organizations that meet the search criteria display in the grid.
Organization grid	This grid displays either organization IDs and names for the full organization structure or for just the parts of the structure that contain the organizations that meet the search criteria you entered in the search field above the grid. Expand the higher levels to display the lower levels of the structure. At the lowest level, click the row for the organization you want to select.
Select	After you select the organization in the grid, click this button to assign the opportunity or employee to that organization.
Remove Organization	If an opportunity is assigned to an organization and you want to remove that assignment without assigning the opportunity to another organization, click Remove Organization . You can also use Remove Organization to remove the organization assignment for an employee, but you must then assign the employee to another organization.
Cancel	Click Cancel to close the dialog box without assigning the opportunity or employee to an organization.