Selecting the ... icon next to an Organisation in the Organisation List and selecting Summary or selecting the organisation's name will open the Organisation Summary page. The name of the organisation will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.
The summary page contains the following details for the organisation, as well as any details that have been added to the organisation in the Edit Window. If no value has been added for a field, it will not be shown in the details section.
Display Picture – Selecting this will open your file browser, where you can search for a new picture if necessary.
Full Name
Email Address – Selecting this will open a new email to the organisation in your web email server.
Phone Number
Website
Risk Band – This indicates the level of risk associated with the organisation, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey dot means that no risk level has been set.
Tags – Any Tags that have been added to the organisation will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
Additional ID – This is used to link the organisation to a matching employer record in OneFile.
Username – This is the employer username to log in to /wiki/spaces/POH/pages/114622564. If no login has been generated, a button will be available here to Generate an Employer Login.
Icons are available underneath the organisation name to create various activities involving the organisation. The following icons are available:
– This will open the Create Appointment window.
– This will open the Log Email window.
– This will open the Log Call window
– This will open the Create Task window.
The remaining details for the organisation are found in the various tabs in the summary page. Information can be edited from within each of these tabs. The following tabs are available: