SUManager PlusOrganization Details |
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The organization details form is used to manage all of the data and people associated with each organization. The buttons across the top of the form are used to relate the organization to different people and troops in SUManager.
Important: In order to make the role and to-do list management as efficient as possible, these lists only show people associated with the organization rather than all people in the entire SUManager database. For example, suppose that the complete list of people numbers 114. Below, the People button shows that of the 141 only 9 have been associated with the organization. The Current Roles button shows that 2 of the 9 have roles in this organization. When working with roles, role history and the to-do list, only the 9 people are listed. This way you can focus on the people relevant to the organization.
Click on an item in the screenshot below for more details. Not all areas have additional info.
SUManager starts out with a list of common types of organizations like schools, businesses, churches etc. You can add, change or delete types from the list through the Configuration form.
People associated with the organization are shown in the upper list, people marked as primary contacts are moved to the lower list. You can also set the Primary Contact flag from the Person Details form.
Instantly jump to a person's detail record by double-clicking in either list, or select a name and then click the Go to Person button.