How do I search for an Organisation?

You can retrieve an existing organisation by using the Search field on the Organisation List screen.  A search can be executed using the Organisation name or the Organisation Code.

To search for an Organisation:

• Enter the Organisation Name / Code
• Click on the Search button to execute the search.

The results will be displayed in the Organisation List grid beneath the search field.  The grid will display:

Field Name	Format	Description
Code	Display only	This column displays the code associated with the organisation.  The code is either automatically generated by the system or is manually entered when creating a new Organisation.
Name	Display only	This column displays the name of the organisation.  The name is entered at the time of creating the Organisation record.
Contact	Display only	This field displays the primary contact name for the Organisation.
Delete	Icon	The delete icon will allow users to delete the Organisation. If it is currently linked to people on the database you will receive a warning before all of those links are also removed.

The results grid can be sorted by clicking on any of the column headings that are underlined.  For example, click on the column heading Name to sort the results list in alphabetical name order or click on the Contact column heading to sort the results list in contact name alphabetical order.

To view an organisation that is displayed in the grid, click on the row applicable to the Organisation you wish to view.  This will display the organisation profile screen in view mode; the organisation information can be edited by clicking on the Edit Organisation button.  See section Modifying an Organisation for more information.