Add Organization

Add an organization to VIA using Guidance to gather the basic information needed.

  1. Click Organizations under People in the left navigation
  2. Click Add Organization button in the upper right
    add organization
  3. The following fields are required to complete the Guidance
    1. Organization Name
    2. Organization Type
    3. Street Address
    4. City
    5. State 
    6. Zip
    7. Status
    8. Community - this will be the organization's primary community
  4. Click Complete

Once you complete the guidance, and it passes validation, the system will create the organization's record and open it up.

activity-planning-session Tip: If you need to find recently created records, you can go to the Organizations list and sort by Recently Created.