You can add an internal organization to an enquiry, such as your parent organization, or an organizational branch.
To add an internal organization to an enquiry:
-
Navigate to the enquiry.
You can search for enquiries using the
Search Enquiries link in the
Activity Zone. Enquiries that you are linked to also appear on the History tab in your contact record, and in the Enquiries dashpart in the
Personal Zone.
-
In the Internal Organizations band, click
.
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On the Add Organization window, enter the name of the organization in the
Organization field. When the name of the organization appears, click it to select it.
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If the organization is a key organization, select the
Key Organization check box.
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If the contact will be an active organization, select the
Active Organization check box.
- Optional:
In the
Role Details field, enter the organization's role.
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From the
Status list, select the status of the organization.
- Optional:
From the
Role Type list, select the role of the organization.
-
Click
Save.