Perspective provides two ways to create a new Organization record: with the help of the standard Add function, and by importing an Organization record from the Gateway.
To create an Organization record using the standard Add function:
1. Click the Add button on the Viewing pane toolbar.
2. Enter the Organization Name.
3. If known, input the organization’s file, ID, or other tracking number in the Organization Number field.
4. Choose the appropriate description from the Organization Type lookup list.
5. If the organization has a Web site, specify the Web address under Organization Webpage URL. Clicking the adjacent Microsoft Internet Explorer® icon will open the Web page in a separate browser window.
6. Enter any additional information about the organization in the Notes box.
7. To add an image to the Organization record, click the Add icon in the image box. Locate the image file in the browser window and click Open.
on the Viewing pane toolbar.
will open the Web page in a separate browser window.
in the image box. Locate the image file in the browser window and click Open.