Subject to agency permissions, you can add a new organization wherever you see the + New button.
You can edit organization information from the organization overview page (blue building icon), by clicking View details in the header.
When you add a new organization from a case, a person, or an organization overview page, it'll be connected to the case/person/organization where you started. For example, if you navigate to Case 12345 and add a new organization there, that organization will be connected to Case 12345.
This functionality would be needed for Traverse installations that do not have a data integration with a system of record.
To add and edit an organization
The steps below outline the default fields for an organization. Your agency may have configured custom fields for organizations to align with your business processes or may have otherwise altered the fields described in these steps. Contact your system administrator or the Northwoods Support Center if you need assistance with this process.
Click the + New button from an overview page.
From the drop-down list, select Organization.
If you don't see the Organization button, you may not have permission to add an organization.
The Add a New Organization page appears.Enter the organization's information. (A name is required.)
Optional - Click + Add an address to add an address for the organization. To edit or delete the address, click the ellipsis icon.
Make sure that all required fields have values and that all field text is entered in the right format (you'll see a red border around fields if not). Then click Save.
Your new organization will be available. To manage connections, see Connecting people, cases, and organizations.Optional - To edit or delete the organization, click View details from the organization overview page (blue building icon). Note that the organization can only be deleted once its connected items have been removed.