Vendor Management › Organizations › Manage Organizations

Manage Organizations

You can define, update, and delete an organization for an internal department, division, or external company. For example, you can define an organization for research and development, corporate finance, worldwide law, or global human resources.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

1. Click Directory, Organization.
2. Perform one of the following actions.
3. Define an organization.
   1. Click New Organization.
   2. Enter the new organization information.
   3. Click Save.

   Note: You can also define an organization by copying an existing organization, supplying a new name, changing the information, and saving the new organization.

4. Update an organization.
   1. Search for the list of available organizations.
   2. Click the organization that you want to update.
   3. Enter the new information for the organization.
   4. Click Save.

   Note: You can also view the details for an object that is related to your contact, if the related object has a Browse icon. When you click the Browse icon, you leave the contact page and you navigate to the related object page. To keep the contact page in view and preserve the contact information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

5. Delete an organization.
   1. Search for the list of available organizations.
   2. Click the organization that you want to delete.
   3. Click Delete and confirm that you want to delete the organization.