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 for any classifications that you want to add.
  5. Click OK.
    The new organization record displays.
  6. Optional: Click to edit the organization's details.
    For information, see Edit an Organization.