Contact Management > Setup > Organization Lists > Organization List Maintenance

Organization List Maintenance

You use this program to maintain the organization lists for your operator code.

An Organization list may contain a single type of organization (e.g. only suppliers) or various types of organizations (e.g. suppliers and customers).

Toolbar and menu

This screen enables you to maintain your personal organization lists. These are the lists assigned to your operator code.

Field Description
Copy List Make a duplicate of the Assigned Organizations list you are currently maintaining.
Rename List Change the name of the Assigned Organizations list you are currently maintaining.
Notepad Add free format notes to the current Assigned Organizations list.

Available Organizations

This listview displays the Organizations currently on file.

Field Description
Assign Selected Assign the organizations currently highlighted in the Available Organizations list to the list of organizations assigned to your operator code (the Assigned Organizations list).
Assign All Assign all Organizations displayed in the Available Organizations listview to the list of organizations assigned to your operator code (the Assigned Organizations list).

Assigned Organizations

This listview displays the Organizations currently assigned to your operator code (i.e. the list of your Assigned Organizations).

Field Description
Remove Selected Remove the currently highlighted Organization(s) from your list of Assigned Organizations.
Remove All Remove all Organizations from the current Assigned Organizations list.
Move Single Organization Up List Move the currently highlighted Organization one position up the list of Assigned Organizations.
Move Single Organization Down List Move the currently highlighted Organization one position down the list of Assigned Organizations.
Decrease Indent of Selected Organizations Select this if you no longer want the currently highlighted Organization in the Assigned Organizations list to be a child of a preceding organization in the treeview.
Increase Indent of Selected Organizations Make the currently highlighted Organization in the Assigned Organizations list a child of a preceding organization in the treeview.

Copy Organization List

You use the Copy List option to make a duplicate of the Assigned Organization list you are currently maintaining.

Field Description
Current list type This indicates the type of list your are copying. This could be an operator, a role or a company list.
Current list description This displays the name assigned to the current Organization List.
New list description Enter the name of the Organization List you are creating. This is the name you want to give the new duplicate of the current list.
Copy type selection  
Copy so that others can use this list Select this to allow other operators to access the duplicate Organization List you are creating.
OptionDescription
OperatorIndicate the operator to whom you want to copy the list. You can select the Browse icon to select the operator to whom you want to copy the list.
RoleEnter the operator role to which you want to copy the list.

This option is only enabled if the option: Allow role layout design is enabled against your operator code and you have at least one role assigned to your operator code.

CompanySelect this to make the list available to all operators in the current company.

This option is only enabled if the option: Allow role layout design is enabled against your operator code.
Copy List Copy the list according to your selections.

Rename List

You use the Rename List option to change the name of the Assigned Organization currently being maintained.

Field Description
Description Enter the new name you want to assign to the organization list.

This field defaults to the current name of the Organization list.
Rename Change the name of the Organization List to the name you entered in the Description field.

Create New Organization List

This screen is displayed when you select the Add option from the Organization Lists program.

Field Description
List type Indicate the type of organization list you want to create.
OptionDescription
OperatorCreate a new organization list for your operator code.
RoleCreate a new organization list for a specific operator role. If you select this option, then the organization list can be viewed by all operators assigned to the role.

This is only enabled if the option: Allow role layout design is selected against your operator code and you have at least one role assigned to your operator code.

CompanyCreate a new organization list for the current company. If you select this option, then the organization list can be viewed by all operators in the company.

This option is only enabled if the option: Allow role layout design is selected against your operator code.
Description Enter a description for the organization list.

Notes and warnings

Program access

  • This program can be accessed by selecting the Add option from the Organization Lists program.

  • You can only maintain Organization lists if you have Role layout design permissions (Operators).

Hints and tips

  • You can use the Ctrl and Shift keys together with your mouse pointer to individually highlight the organizations you want to assign or remove. Although you can use the Group by options to group organisations within the listview, you will be unable to manipulate groups of organizations by, for example, selecting the group header.