Enter the name of the organization, exactly as it should appear throughout the program.

Select the organization’s type of industry such as Health care or Education.

If the organization is the subsidiary of another organization, click the binoculars. The Organization Search screen appears so you can find and select the organization that owns and controls the new organization.

Enter the number of people employed at the organization.

If the organization is the parent organization of another organization, enter the number of companies the organization owns and controls.

Enter the address to the organization’s corporate website. On the constituent record, the address entered appears as a link to the organization’s website.

If the location entered is the main headquarters or office of operation for the organization, select this checkbox.

When you search for an organization, you can select to include only primary organizations in the search results.

To add an image for the organization such as the company logo, click Choose file. The Open screen appears so you can browse to and select the image file to use.

To remove an image associated with the constituent, click Clear file.

Select the type of address to use as the primary contact for the organization, such as Business.

When you add a new constituent, you can add only the primary address information. On the constituent record, you can add additional addresses on the Contact tab.

Select the country of the organization’s primary address.

Enter the primary street address or post office box for the organization.

Enter the city or town for the organization’s primary address.

Enter the Zip code for the organization’s primary address.

If the organization or contact requests that you not send mail to the primary address, select this checkbox.

If you select Do not send mail to this address, select why the constituent requests to not receive mail at the primary address.

Select the type of phone number to use as the primary contact for the organization, such as Business.

When you add a new constituent, you can add only the primary phone number information. On the constituent record, you can add additional phone numbers on the Contact tab.

Enter the primary phone number for the organization.

If phone formatting is enabled, the program applies the phone format associated with the selected country. For information about how to assign a phone format to a country, see the Administration Guide.

If phone formatting is enabled, the program applies the phone format associated with the selected country. For information about how to assign a phone format to a country, see the Administration section of the help file.

If phone formatting is disabled, you can enter the phone number as it should appear.

Select the type of email address to use as the primary contact for the organization, such as Business.

When you add a new constituent, you can add only the primary email address information. On the constituent record, you can add additional email addresses on the Contact tab.

Enter the primary email address for the organization. On the constituent record, the primary email address becomes a link that you can click to quickly send an email to the organization.