Add an organization to VIA using Guidance to gather the basic information needed.
- Click Organizations under People in the left navigation
- Click Add Organization button in the upper right
- The following fields are required to complete the Guidance
- Organization Name
- Organization Type
- Street Address
- City
- State
- Zip
- Status
- Community - this will be the organization's primary community
- Click Complete
Once you complete the guidance, and it passes validation, the system will create the organization's record and open it up.
Tip: If you need to find recently created records, you can go to the Organizations list and sort by Recently Created.