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This article will discuss the topic of Managing Existing Organizations.


Managing Organizations allows you to Edit the Organization’s information, remove them from the list of Organizations, Add New Locations to the Organization, and Add Notes to the Organization.


To Manage a particular Organization, find it in the Organizations listview on the Organizations page, and click on its name.


You will then be taken to the Organization Profile Page.


To update the Organization’s information, click the “Edit this Organization” link in the left-hand sidebar. 

You can also deactivate an Organization this way by changing the Active field to No and saving the form. Deactivated Organizations will no longer appear in the Organizations listview, and no longer appear as search results in Organization Search fields.


If you are not deactivating the Organization, then simply update any information for the Organization and save the form.

Organization Locations can be added here as well. For more information regarding Organization Locations, please watch the On-Demand Training Series titled Organization Locations

You can also Add Notes regarding the Organization by clicking “Add Note” in the Actions section.

Contact and Organization Management Series