Organization Configuration


				

Contents

Overview

The Organization Configuration is where you set up the data structure, labeling, and the default values for your Organization Information. This is also the same functionality that is used in the Member Configuration.

The Organization Configuration page is divided into five (5) distinctive sections:

How to Configure Your Organization Information

To Configure Your Member Information:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Enterprise & Business Unit Setup section, select Organization Configuration.
  3. Select the Select the Enterprise, Division, or Business Unit you want to configure from the drop-down list.

ID Structure

You can use the system default settings or assign the Identification Structure yourself.

If you select the Use Default Settings check box, the information is inherited from the next higher level in your hierarchy e.g. if you are configuring a Business Unit (NO Divisions) and select this check box, that specific Business Units will inherit the setting of your Enterprise.

The Use Default Settings check box (selected)

To Configure the ID Structure:

  1. Select the Minimum Length (1) and Maximum Length (12) of the allowable characters in a Organization Identification Code (ID).
  2. The default member ID Assignment (method) is Auto Assigned.
    1. When you select the Auto assigned radio button, the Next ID and Auto Increment fields will activate.
    2. Enter a number in the Next ID field. This is your initial baseline number. You can chose to change this number at any point, however, the new entry will be the new baseline number.
    3. Enter a number in the Auto Increment field. This is the amount that the next available number will increase e.g. in the screen shot below, the next (or perhaps first) member of your club will receive ID 100001. The next person will receive 100002 because the increment is one (1).
The Auto assigned check box (selected)

Card Configurations

Select this check box to allow Organizations to have and assign multiple active Card Numbers i.e. multiple active ID codes to their Add-on Agreements. This setting can only be done for your Enterprise level. If you selected any other level of your hierarchy, other than the Enterprise, this section will be INACTIVATED.

Card Configuration

Organization Notes & Data Fields

These two (2) sections configure the Organization notes, contact types, and custom data fields.

Organization Notes & Data Fields

Manage Note Types

These display in the Notes tab on the Organization Profile page.

To Manage Note Types:

  1. Click the Manage Note Types link. The Manage Note Types window opens.
  2. Click the Add button.
  3. Enter the name of the note type in the text box. If you would like to make the note type inactive at this time, select the Inactive text box.
  4. Click the Update button.
  5. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  6. To change the order in which the records are displayed in this list, click the appropriate record then drag and drop it to its new location.
    Member Config Notes&Data 02.png

Manage Contact Types

This assists you in managing and categorizing any notes that may come from a phone call or email, etc.

To Manage Contact Types:

  1. Click the Manage Contact Types link. The Manage Contact Types window opens.
  2. Click the Add button.
  3. Enter the name of the contact type in the text box. If you would like to make the contact type inactive at this time, select the Inactive text box.
  4. Click the Update button.
  5. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  6. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.
    Member Config Notes&Data 03.png

Manage Organization Data Fields

This is where you can add custom data fields that display in the Organization Information tab on the Organization Profile.

The initial list of fields in the Manage Data Fields pop-up window are default, system generated fields. These fields can not be removed or edited, with the exception of making a different selection in the Required drop-down list. These fields, along with any custom fields you may add to the system, come from the Data Fields configuration. These default fields can NOT be removed. However, any custom fields that you subsequently add at your discretion can be removed at any point.


The fields in this list display in this SAME ORDER on the Organization Profile page!!! (see below)


To Manage Organization Data Fields:

  1. Click the Manage Organization Data Fields link. The Manage Organization Data Fields pop-up window will display with a list of the default fields already added.
  2. To add a custom field, click the Add Field button. A row editor displays.
  3. Select a field name from the drop-down list. This list was generated from the Data Fields configuration.
  4. Select Yes in the Required drop-down list box if you want this field to be required data when adding an Organization (No is the default).
  5. Click the Save button.
    Adding a Custom Data field.
  6. To edit a data field, double click in the appropriate record. The row editor will display. Only the Required drop-down list can be edited.
  7. To remove a data field, click in the appropriate record.
    • The Remove Field button activates (this will only activate for custom fields that you added).
    1. Click the Remove Field button.
    2. A Confirmation pop-up displays. If you are sure you want to remove this field, click the Yes button.
      Confirmation pop-up for removing a Custom Data field.
  8. To change the display order, use the drag-and-drop feature to move the records to the order in which you want them displayed.
    1. Click and pull your mouse to select the record you want to move. The border of the record will be highlighted (green dashes).
      Selecting the record to change the display order.
    2. Set the highlighted border below the record that you want it to follow.
      Moving the record to change the display order.
    3. Release your mouse and the record will be dropped to that spot in the list.
      Selecting the record to change the display order.

Define Contact Types and Purposes

This is where you label your three (3) primary communication and messaging types. For each of these types, there is also a link to define the specific purpose of the communication.

  • Postal Address
  • Phone
  • Email
    Define Contact Types and Purposes section

The Status drop-down list will always default to Active while the Required drop-down list defaults to No.


Configure the TYPES FIRST because the Types you add are default options when you configure the Purposes.


Postal Address Types and Purposes

To Define Postal Address Types and Purposes:

  1. Click the Postal Address Types link. The Postal Address Types pop-up window opens.
  2. Click the Add button.
  3. Enter the address type in the text box e.g. Primary, Billing, etc.
  4. Select a status (Active or Inactive) from the drop-down list.
  5. If you want this to be required information when you set up the Organization, select Yes in the Required drop-down list (Default = No).
  6. Click the Update button.
    Adding a Postal Type.
  7. Click the Postal Address Purposes link. The Postal Address Purposes pop-up window opens.
  8. Click the Add button.
  9. Enter the purpose in the text box e.g. Statement, Promo, Newsletter, etc.
  10. Select an Address Type from the Default Type drop-down list.
  11. Select a status (Active or Inactive) from the drop-down list.
  12. Click the Update button.
    Adding a Postal Type Purpose
  13. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  14. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.

Phone Number Types and Purposes

To Define Phone Number Types and Purposes:

  1. Click the Phone Number Types link. The Phone Number Types pop-up window opens.
  2. Click the Add button.
  3. Enter the phone type in the text box e.g. Main, Primary, Cell, etc.
  4. Select a status (Active or Inactive) from the drop-down list.
  5. If you want this to be required information when you set up the Organization, select Yes in the Required drop-down list (Default = No).
  6. Click the Update button.
    Adding a Phone Number Type.
  7. Click the Phone Number Purposes link. The Phone Number Purposes pop-up window opens.
  8. Click the Add button.
  9. Enter the call purpose in the text box e.g. Billing Inquiry, Appointment Reminders etc.
  10. Select a Phone Number Type from the Default Type drop-down list.
  11. Select a status (Active or Inactive) from the drop-down list.
  12. Click Update.
    Adding a Phone Number Purpose.
  13. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  14. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.

Email Address Types and Purposes

To Define Email Address Types and Purposes:

  1. Click the Email Address Types link. The Email Address Types pop-up window opens.
  2. Click the Add button.
  3. Enter the email type in the text box e.g. Personal, Work, Alternate, etc.
  4. Select a status (Active or Inactive) from the drop-down list.
  5. If you want this to be required information when you set up the Organization, select Yes in the Required drop-down list (Default = No).
  6. Click the Update button.
    Adding an Email Address Type.
  7. Click the Email Address Purposes link. The Email Address Purposes pop-up window opens.
  8. Click the Add button.
  9. Enter the email purpose in the text box e.g. Billing Inquiry, Appointment Reminders etc.
  10. Select an Email Address Type from the Default Type drop-down list.
  11. Select a status (Active or Inactive) from the drop-down list.
  12. Click Update.
    Adding an Email Address Purpose
  13. To edit a record on either page, double-click anywhere in the row of that record. The row editor displays. Make your edits and click the Update button.
  14. To change the order in which the records are displayed in this list, click the appropriate record then drag-and-drop it to its new location.

Next Step?

NEXT STEP: Work Department Setup..........Previous Step: Employee Configuration

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Enterprise & Business Unit Setup

Check-In & Activity Configuration
Client Account Configuration
Employee Configuration
Enterprise Configuration
Enterprise Security Configuration
Financial Configuration


General Configuration
Notification Configuration
Template Configuration
Statuses
Member Configuration
Organization Configuration


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |