Editing an organization record:

  1. Open the Organizations app.
  2. Search for an Organization in the Search box.
  3. Select an Organization record from the list in the second column on the screen. The record will display in the third column on the screen.
  4. Click on the Actions drop-down menu and select the (Edit) pencil in the upper right-hand corner of the open Organization record in the third column of the screen.
  5. Make an edit to any field within the record.
  6. Click the blue "Save & close" button at the bottom of the page once you have made an edit.



Deleting an organization record:

  1. Open the Organizations app.
  2. Search for an Organization in the "Search & filter" search box.
  3. Select an Organization record from the list in the second column on the screen.
  4. The Organization record should open in a third column on the screen.
  5. Click on the Actions drop-down menu and select "Delete."
  6. When prompted by a popup, confirm the delete action for the selected Organization record.