A firm can have many associated
organizations, but each
organization can only be related to one firm.
If you use Vision 254/255/330 Proposals, you must use the Associated Organizations tab to enter and maintain links from a firm to its associated organizations.
When you add an
organization on the Associated
Organizations tab,
Vision checks to ensure that the
organization is not associated with any other firm. If it is,
Vision alerts you of this problem and prompts you to select a different
organization.
An
organization must already exist in the
Vision database before you can enter it on the Associated
Organizations tab.
Contents
Organizations Grid
| Field | Description |
|---|
| Organizations drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert an associated
organization in the
Organizations grid. Because an
organization may only be related to one firm,
Vision checks to ensure that the selected
organization is not affiliated with any other firm. If it is,
Vision alerts you of this problem and prompts you to select a different
organization.
|
 Delete
|
Click this option to delete an associated
organization from the
Organizations grid. When you remove an
organization from the grid, you do not also delete it from the database.
|
|
Organizations
|
This field lists the
organization code.
|
|
Organization Name
|
This field lists the
organization name.
|
|
Organization Status
|
This field displays the
organization status:
-
Active — The
organization is currently in use.
-
Inactive — The
organization is not currently used and is not available on the list of active
organizations that displays on the
organization lookup.
-
Dormant — The
organization is not allowed for use in
Vision.
You can only insert active or inactive
organizations on this grid.
|
