Toolbar of Individual Organization Setup

Use the Individual Organization toolbar to manage organization records.

The options that display on the toolbar depend on the security access rights assigned to your role by your system administrator.

Contents

Field	Description
Save	Click this option to save entries to the current organization record.
New	Click this option and then select one of the following: Click New Organization to open a blank organization record. Use the blank record to create a new organization record. Click Copy Current Organization to copy the current organization record to a new record. You can then edit the copied record to create a new organization record. Click Select Organization to Copy to open the Organization lookup and select an organization record to copy. You can then edit the copied record to create a new organization record.
Delete Organization	Click this option to delete the current organization record from your Vision database.
Print	Click this option and then select one of the following: Click Print Current Organization to print the current organization record. Click Print Active Group to print all organization records that are currently active. Click Select Organization to Print to select the organization records you want to print.
Help	Click this option to view help for Organization Configuration.