Add or Edit an Organization or Individual

You can add organization/individual records in the Organizations & Individuals window or during any scheduling process. And when needed, you can edit these records in the Organizations & Individuals window.

Note: You can edit any information on a record, including the name, without losing the history.

On the Information tab, click Organizations & Individuals.
At the top, click Add Org.
Enter the organization or individual's name.
Enter an abbreviation of the organization/individual's name. This prints on calendars and reports to save space.
In the Priority field, enter a number that indicates the organization/individual's priority if a conflict occurs when scheduling.

Note: The highest priority is 1, and the lowest priority is 9. If a conflict occurs when scheduling, you have the option to select the one with higher priority.
In the Remarks text box, enter information about the organization/individual, if necessary.
At the bottom of the window, enter the contact information for this organization/individual. Click Add to enter additional contacts, or import contacts.
At the top, click Save.

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Add or Edit an Organization or Individual

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