You are here: Chapter 7: Configuration and Administration > Address Book Administration > Address Book Options > Organizational Field

Organizational Field

The Organizational Field represents a number of individual contact records, organized by a field such as Department or Company Name. Any Address Book field can be selected as the Organizational Field. Other examples include Business Unit, Location, and Client. If enabled, the contacts in the Address Book are organized by the specified field. If the Organizational Field is also the first field in the Address Book, the contacts are sorted by that field as well.

When the Organizational Unit option is enabled, the Address Book Homepage displays two hyperlinks for each contact. The Organizational Field is displayed as a hyperlink on the Address Book Homepage. Selecting this link displays information based about the Organizational Unit, which in most cases consists of more than one contact. The hyperlink to view the details for an individual contact remains as the first column, or moves to the second column if the Organizational Field is the first column.

The options for the Organizational Details page are:

History—Display a list of all Issues associated with this organization in the main FootPrints window.
Report—Generate a report of all Issues associated with this organization in a separate browser window.
List Contacts—List the contacts for this organization in the Address Book window.

Customers can also be configured to view all of the contacts for their Organizational Unit. This is configured under User Roles.

Options for Organization Field

Select Field—Select an Address Book field to act as the Organizational Field. The drop-down defaults to No Organizational Unit.
Email Notification—Optionally receive email notifications for new Customer sign-ups. A notification email may be sent to the supplied list of comma-separated recipients whenever a Customer enters an organization when filling out their contact information for the first time. This is helpful in ensuring that each Customer is properly recognized as a member of their organization.

Note

When you select an Organizational Field as the key for the Master Contact Record, the name displayed for the field changes to "Master Contact Key".

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