Organizations

Organizations

Organizations are one of the main components of SimpleCTE, and probably the biggest deal. With organizations, a user can manage all information they need to know about a business, community, or other partner.

Organizations have a variety of fields, which can all be edited through the Organization View screen. The Organization View screen can be accessed by double-clicking an organization in the search screen, or by selecting the View option in the alt-click menu of an organization. Organizations can also be viewed via the aforementioned methods in any other table that lists an Organization.

View the examples section for some examples of how to use Organizations in a SimpleCTE database.

Organization Fields

Field	Description	Location
Name	The name of the organization.	Name field, action bar
Type	The type of organization.	Type field, search screen
Status	The status of the organization.	Status field, action bar
Primary Phone	The primary phone number of the organization. Alt-clicking this can reveal a list of all available phone numbers.	Primary Phone field, action bar
Address	The address of the organization. Alt-clicking this can reveal a list of all available addresses.	Primary Address field, action bar
Organization Contacts	A table of all available contact information for the organization. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Contact.	Contact Info table
Associated Resources	A table of all available resources associated with the organization. Double-clicking or selecting the View option of the alt-click menu will bring you to the View screen of the selected Resource.	Associated Resources table
Custom Fields	A table of all available custom fields for the organization. Alt-clicking in the table allows editing, creating, and deleting custom fields	Custom Fields table