Contents

Add a Tracker 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.

You can add new Tracker Organizations when you add or modify Tracker Contacts during the contact resolution process. You can also use the Tracker menu to add a Tracker Organization at any time.

To add a Tracker Organization:

Do one of the following:

- From the Tracker menu, select Add Organization.
- Add a Tracker contact. Optionally, in the Organization text box, enter all or part of the organization name. Click the Search control next to the Organization text box. From the drop-down list, select Add New Organization.

- Find a Tracker Contact. In the Search Results page of the Find Contact Wizard, right-click a contact name and select Properties. In the Properties for Contact dialog box, in the Organization text box, type all or part of the Organization’s name, then click the Search control. Click Add New Organization.

Result: The Add Organization Wizard appears.

In the Name and Type page, complete the following information and click Next.

Organization Name

Type the name of the Organization.

Caution: Each Organization Name must be unique.

Organization Type

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

Examples of organization types include System, External, Internal, Customer, Partner, Vendor, and Public Relations.

Result: The Business Contact Information page of the Add Organization Wizard appears.

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. Click the Phone Number control to validate and format the phone number.

In the Business Contact Information page, complete address information and click Next.

Result: The Organization Addresses page of the Add Organization Wizard appears. The address you just added appears in the list.

Note: Home, Shipping, and Billing are default Interaction Tracker address types. Your CIC administrator can define different or additional address types in Interaction Administrator. If you have any questions about address types, contact your CIC administrator.

In the Organization Addresses page, do one of the following:

- Click Add to add another address for this organization.
- Select an address in the list and click Edit to change the address information.
- Select the check box of one of the addresses in the list to designate the default address.
- Select an address in the list and click Delete to remove the address from this Organization.
- Click Next> to continue creating the organization.

Result: The Organization Interaction Address page of the Add Organization Wizard appears.

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.

In the Organization Interaction Address page, do one of the following:

- Click Add to add another interaction address for this organization.
- Select an address in the list and click Edit to change the address information.
- Select the check box of one of the addresses in the list to designate the default interaction address.
- Select an address in the list and click Delete to remove the interaction address from this Organization.
- Click Next> to continue creating the organization.

Result: The Tracker Attributes page of the Add Organization Wizard appears.

In the Tracker Attributes page, supply values for any of the displayed Attribute Types and click Next >.

Note: Interaction Tracker enables you to store attributes for contacts, organizations or locations. These attributes can include such information as historical notes about a particular situation, or other significant details. Tracker Attributes are configured in Interaction Administrator. Contract your CIC administrator if you have questions about Tracker Attributes.

Result: The Summary page of the Add Organization Wizard appears.

In the Summary page, do one of the following:

- Click <Back to return to the appropriate page and make corrections.
- Review your entries and click Next > to save this organization information.

Result: The "Add Organization Complete!" page appears.

In the Add Organization Complete! page, do one of the following:

- Click Add another Organization. Return to the beginning of this procedure.
- Click Add Locations. For more information, see Add a Tracker Location.
- Click Finish to return to the CIC client.