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Add an Organization

Requirements: You need the Add Organizations Security right to add a Tracker Organization. Other Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing and Rights.

To add an organization:

  1. From the menu in the Journey Map view menu, select Add Organization.

    Result: The Add Organization dialog box appears.

    Note: Fields with a red asterisk (*) are required.

  1. In the General view, complete the necessary information and then select Location.

    Organization Name

    Enter an organization name.

    Note: Each organization must have a unique name.

    Organization Type

    Use the arrow to select a type from the drop-down list.

    Examples of organization types include Customer, Partner, Vendor, and others.

  1. In the Location view,complete the necessary information for as many locations as needed and then select Interaction Address.

    Tip: You can search for an existing location for this Organization by clicking the Search icon (magnifying glass) and typing part of the location name. You can delete a location associated with this Organization, by selecting it and clicking the Delete icon (trash can). If you delete a location while a search is underway (enabled), the location is marked for deletion. The Delete icon changes to a Restore icon, giving you the option of restoring the location.

    Repeat these instructions for as many locations as needed:

    1. Click the Add button.

    2. Click in the Name field, enter a location name.

    3. Select an appropriate address type from the Address Type drop down list.

    4. Enter the address information.

      Tip: You can type the name of any state or province in the State/Province text box or the name of any country in the Country text box.

  1. In the Interaction Address view, complete the necessary information for one or more addresses, then select Attributes.

    Note: An interaction address, or iAddress, is a media-specific, electronic address against which interactions take place. The type of address corresponds to the type of interaction: for example, calls or email messages among other supported interaction types.

    Repeat these instructions for as many interaction addresses as needed:

      1. Click the Add button.

      2. Click in the Address Type field, then select the appropriate type.

      3. Click in the Sub Type field, then select the appropriate subtype.

      4. Click in the Value field, then enter the appropriate address (phone number, email address or other) according to the Address Type you selected.

  1. In the Attributes view, double-click the appropriate table cell and supply a Value for the selected Attribute Type.

    Note: The Journey Map feature enables you to store attributes for contacts and organizations. These attributes can include such information as personal characteristics, historical notes about a particular situation, or other significant details. Your CIC administrator defines these attributes in Interaction Administrator. Contact your CIC administrator if you have any questions about these custom attributes.

  2. When you finish adding this organization click Save.

    Result: This saves the organization's information and closes the dialog box. To add another organization, repeat this procedure.

Related Topics

Find an Organization

Modify Organization information