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Organization Overview

Adding an Organization

Organization Child Forms

Actions Bar

Organizational Profile (Current UI)

Modules>CRM>Find, Query, or Add Organization>Organization Profile

Completing and saving the Add–Organization form creates an Organization Profile. Each Organization Profile page has certain features in common, including the Organization Summary, child forms, Profile Menu Bar and Profile Tabs. These features allow you to view a wide range of information about an organization and make necessary changes and updates to its information.