Modify Organization Information

The Organization Information page allows you to filter and modify Organizations.

Filters

Filters allow you to reduce the number of entries displayed in the grid. Select from the following fields to filter your grid.

  1. Name: Type the first part of an organization name or enter a partial name with asterisks. For example, to search for Goodlett Farms Christian Church, enter "Goodlett", "Goodlett Farms", "*Farms*", or "*Christian Church".
  2. City: Enter a partial or whole city name.
  3. State: Select the state from the drop-down list, or type the first letter of the state. Press the first letter repeatedly to scroll through states starting with that letter.
  4. District: Select a district from the drop-down list. This filters on the district assigned to the charge assigned to the organization.
  5. Charge: Select a charge from the drop-down list.

Click the button to display the results. Click the Clear Filters link to reset all filters.

 

Organization Information Grid

Organizations are listed in a grid below the link. The Name, Charge, City/State, Membership, Handicap Accessible, Lead, and Note fields are displayed in the grid.

  1. Click the Add New Organization link to add a new organization. The Person Search window appears. Search All Applications to avoid adding a duplicate record that may already exist in the system.
  2. Click the Edit icon to make changes to an organization.
  3. Click the Delete icon to remove the organization from the system.

 

Organization Information > Update

The Organization Information > Update page allows you to enter or edit all information pertaining to an organization. There are tabs for each section of the organization record. Organizations help to organize your appointees.

An organization is a church, parish, camp, or other organization associated with a charge. Organizations are used as a structural feature when all the organizations under one charge share one pastor or minister.

Organization Name: Enter or edit the name of the organization. If adding a new organization, click the Search icon and search All Applications to avoid adding a duplicate record.

Organization Information Tab

The Organization Information tab displays information assigned to an organization and has options to modify these fields.

  1. Employer Number: Enter the number assigned to this employer. This field displays on the Appointee Information Report if you select the Include Reporting Data? check box.
  2. Membership: Enter the number of members in the organization.
  3. Ethnicity: Select an ethnicity from the drop-down list. This is an optional field. Ethnicities can be added or modified on the Control Table Information page.
  4. Handicap Accessible?Check this box if the organization's physical location is handicap-accessible. This is an optional, informational field.
  5. Lead?: Check this box if this is a lead organization. This is an optional field. It can be used to filter organizations on the Organization Listing report.
  6. Appointment % Type: Enter the appointment percentage type. This field displays on the Appointee Information Report if you select the Include Reporting Data? check box.
  7. Note
  8. Charge: Select from the drop-down list. The other organizations assigned to the selected charge display in a grid below the Charge field.
  9. Organization grid: The organizations assigned to the selected charge display in a grid below the Charge field. An example of the Organization grid is shown below.

Appointments Tab

Appointments are listed in a grid below the link. The Start Date, End Date, Appointee, Position, Salary, and Note fields appear on the Appointments grid.

  1. Click the Add New Appointment link to add a new appointment. The Add New Appointment window appears.
  2. Click the Edit icon to make changes to an appointment. The Edit Appointment window appears.
  3. Click the Delete icon to remove the appointment from the charge.

An example of the Appointments grid is shown below.

Add New/Edit Appointment Window

Appointment Detail

  1. Appointee: Select an appointee from the drop-down list.
  2. Start Date: Enter the appointment's start date.
  3. End Date: Enter the appointment's end date, or leave blank for an open-ended appointment.
  4. Position: Select the position from the drop-down list.
  5. District: Select the district from the drop-down list.
  6. Note
  7. Equitable?: Check this box if you want the HQ Support included in the pension calculation.

Note: If the Equitable? The box is not checked, pension is calculated using Local Salary + Housing Allowance (up to the Plan Limit). If the Equitable? The box is checked, pension is calculated using Local Salary + HQ Support + Housing Allowance (up to the Plan Limit).

  1. Local Salary: Enter the amount of monetary support this appointee receives from the local organization(s). This is the base salary, not including HQ Support or Housing Allowance.
  2. HQ Support: Enter the amount of monetary support this appointee receives from the headquarters.
  3. Housing Allowance: Enter the housing allowance for this appointee (money to purchase or rent a residence).

Appointment (Pension) Detail

  1. Bill To: Select either the Charge or the Appointee record to be invoiced when the Post Pensions process is run.
  2. Active?: Check this box if the pension is active and should be processed. If this box is not checked, the appointee does not appear on the Post to Accounts Receivable page, and the appointee's pension cannot be processed.
  3. Non-Standard?: Check this box to exclude the pension from being recalculated when the Pension Plan is updated.
  4. Click the Add New Pension link to add a new pension.
  5. Click the Edit icon to make changes to an existing pension.
  6. Click the Delete icon to remove the pension from the appointment.

Add New/Edit Pension

  1. Type: Select the Pension Plan from the drop-down list. The Plan Percent, Plan Limit, and Annual Plan Amount fields display automatically.
  2. Click Apply to save the pension and add another pension.
  3. Click OK to save the pension and return to the Pension grid.
  4. Click the Cancel link to return to the Pension grid without saving any changes.

Click the button to save your changes and return to the Charge Information\Appointments tab. Click the Cancel link to return to the Charge Information\Appointments tab without saving your changes.

Phones Tab

The Phones tab displays the phone numbers assigned to an organization and provides options to modify them. The following options are available on the Phones tab.

  1. Click the link to add a new phone number.
  2. Click the Edit icon to modify an existing phone number.
  3. Click the Delete icon to remove a phone number from the system.
  4. Click the Phone Type, Phone Number, or Extension header to sort the list of phone numbers by that header.

Add or Edit a Phone Number

The following fields are available when adding or editing a phone number.

  1. Phone Type: Select the phone type from the drop-down list. Phone types can be modified on the Lookups page: click Applications from the Top menu, then select Utilities > Lookups. The order of the phone types can also be modified on the Lookups page.
  2. Phone Number: Enter the phone number. The number is automatically formatted when your cursor leaves the field. For example, "9015551234" is formatted to display "(901) 555-1234".
  3. ext.: Enter the phone number extension (optional).
  4. Unlisted: This check box is informational. Selecting it does not prevent the phone number from printing on reports.
  5. SMS: This check box is informational.

Important: All phone numbers must have an Area Code. If a phone number is entered without an area code (7 digits), the default area code is added automatically. The default area code is specified on the Utilities > Organization page: click Applications from the Top menu, then select Utilities > Organization.

Click the button to save your changes and return to the Phones tab. Click the Close link to return to the Phones tab without saving your changes.

Emails Tab

The Emails tab displays the email addresses assigned to an organization and provides options to modify them. The following options are available on the Emails tab.

  1. Click the link to add a new email address.
  2. Click the Edit icon to modify an existing email address.
  3. Click the Delete icon to remove an email address from the system.
  4. Hover over the Note icon to display the text stored in the Note field.

Add or Edit an Email Address

The following fields are available when adding or editing an email address.

  1. Email: Enter an email address. The address must be formatted correctly using the "@" symbol and a period.
  2. Note: Enter a note (optional). Entering a note causes the Note icon to display on the Emails tab.
  3. Active: Only active email addresses are used for contacting the organization and for reporting purposes.
  4. Preferred: Only one email address can be designated as the preferred address. The preferred email address appears at the top of the List of Emails grid and is used by the system to contact the organization and for reporting.

Note: If the Preferred email address is not marked Active, the system defaults to the next available Active email address in the List of Emails grid.

Click the button to save your changes and return to the Emails tab. Click the Close link to return to the Emails tab without saving your changes.

Addresses Tab

The Addresses tab displays the addresses assigned to an organization and provides options to modify them. The following options are available on the Addresses tab.

  1. Click the link to add a new address.
  2. Click the Edit icon to modify an existing address.
  3. Click the Delete icon to remove an address from the system.
  4. Click the Address Type or Address header to sort the list of addresses by that header.

Add or Edit an Address

The following fields are available when adding or editing an address.

  1. Address Type: Select the address type from the drop-down list.
  2. Address Line 1: Enter the first line of the address.
  3. Address Line 2: Enter the second line of the address (optional).
  4. Postal Code: Enter the postal code/zip code.
  5. City: Enter the name of the city.
  6. State: Select the state from the drop-down list, or type the first letter of the state. Press the first letter repeatedly to scroll through states starting with that letter.
  7. Country: Select the country from the drop-down list.
  8. Primary: Only one address can be designated as the primary address. The primary address displays on grids and is used by the system to contact the organization and for reporting purposes.

Note: The Address Types and Country drop-down options can be modified on the Lookups page: click Applications from the Top menu, then select Utilities > Lookups. The order of the address types and countries can also be modified there.

Click the button to save your changes and return to the Addresses tab. Click the Close link to return to the Addresses tab without saving your changes.

Demographics Tab

The Demographics tab displays optional fields for your information.

  1. Date Created: Displays the date this organization was created in the system.
  2. Federal Tax ID Number
  3. Salutation

Attachments Tab

The Attachments tab allows you to attach files from your device or scan images using the Scanner.Client.exe program. See the Attachments help page for detailed information regarding the attachments feature.

Click the button to save any information added or edited on the organization record. Click the Reset link to reset the page to its state before any changes were made. Click the Cancel link to leave the page without saving any changes and return to the previous page.

 

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.