Business Tab

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Use the Business tab to capture of business related information about the Organisation.

To capture a Postal address, you can either enter the Postal address or default it from the Street Address.

You can use different levels of categorisation to define precisely where the Organisation fits into the Business Sector. This categorisation consists of selecting the Industry, Business Area and Organisation Type. General detail about the organisation can be captured, including size and revenue.

If the Organisation if not of Relationship type Customer, then you can enter Credit Card details to be used. Multiple Credit Cards can be entered. If one of these are indicated as the Primary Credit Card, then the Primary Card defaults when the Organisation is selected (for example, Quote entry). If the Organisation is of type Customer, this text displays: Credit Cards - see Customer.

Industry

The Industry field enables you to group Organisations into meaningful categories, according to the different Industries your company deals with. This additional group can be used very effectively when creating lists or generating reports. Select the Industry from the dropdown list. The values in the dropdown list are maintained through CRM > System > Utilities > Maintain Lookups, select Organisation Industry from the list of Lookup Fields.

SIC Code and Desc

The Standard Industrial Code enables you to group Organisations into Business Sectors. This additional group can be used very effectively when performing queries on the database or requesting reports. Select the SIC Code from the dropdown list.

The values in the dropdown list are maintained through CRM System Utilities > Maintain Lookups, select Organisation SIC from the list of Lookup Fields. If SIC Code is selected, then SIC Description defaults. If SIC Description is selected, then SIC Code defaults.

Organisation Type

The Organisation Type is an additional category into which your Organisations may be grouped. The types are defined internally. Therefore the values will be specific to your Business. Examples of Organisation Types are Government, Publicly Listed, Non-Profit. This additional group can be used very effectively when performing queries on the database or requesting reports.

Select the Organisation Type from the dropdown list. The values contained in the dropdown list are maintained through CRM > System > Utilities > Maintain Lookups, select Organisation Type from the list of Lookup Fields.

Revenue

Enter the yearly Revenue of the Organisation.

Number Employees

Enter the number of people employed by the organisation.

First line of Business Postal Address

Enter up to 50 alphanumeric characters as the first line of Business Postal Address.

Second line of Business Postal Address

Enter up to 50 alphanumeric characters as the second line of Business Postal Address.

Third line of Business Postal Address

Enter up to 50 alphanumeric characters as the third line of Business Postal Address.

Business Postal Address - Suburb

Enter a suburb name of up to 50 alphanumeric characters, or alternatively, select a name from a dropdown list of suburbs (if available for the country of this Organisation). If selecting from the list, related postal code, state and timezone details will be updated on the form. You can edit or select a suburb name from the list.

Business Postal Address - Postal code

Enter a postal code of up to 10 alphanumeric characters, or alternatively, select from a dropdown list of postal codes (if available for the country of this Organisation. If selecting from the list, related suburb, state and timezone details update on the form. You can edit or select a postal code from the list.

Post Codes can be imported per Country, in System > System Setup > Country Maintenance.

Business Postal Address - State

Enter a State name of up to 20 alphanumeric characters, or alternatively, select from a dropdown list of states (if available for the country of this Organisation). You can edit or select a state name from the list.

Business Postal Address - Country

Select a country name from the dropdown list. The country selected will determine the data displayed in the dropdown lists for suburbs, postal codes and states.

Business Postal Address - Timezone

Enter a timezone value of up to six alphanumeric characters, or alternatively, select from a dropdown list of postal codes or suburbs (if available for the country of this Organisation). If selecting from the list, related suburb, state and timezone details will be updated on the form. You can edit or select a timezone from the list.

Same as Street Address

If selected, the Postal Address defaults to the Street Address entered. If not selected, the Address fields become available for entry so that you can update the address. If the Organisation is of Relationship Type Customer, then the Address link to Accounts Receivable is performed as:

• If Same as Street Address is selected against the Organisation, then these check is performed:
• If the Organisation Business Street Address (main tab) matches the Accounts Receivable Main tab address, then these two Address fields are linked.
• If the Organisation Business Street Address does not match the Accounts Receivable Main tab address, then Greentree auto deselects Same as Street Address and link the Organisation Postal Address to the Accounts Receivable Main tab address.
• If Same as Street Address is not selected against the Organisation, then these check is performed:
• If the Organisation Postal Address matches the Accounts Receivable Main tab address, then these two Address fields are linked.
• If the Organisation Postal Address does not match the Accounts Receivable Main tab address, then Greentree displays both the Address and request the user to indicate which address should prevail. The linked Addresses are updated both ways:
• If the update is performed against the Organisation, then the Accounts Receivable Address updates.
• If the update is performed against Accounts Receivable, then the Organisation Address updates.

Credit Cards table

If the Organisation is of type Customer, then the Credit Cards table is not available. This text displays instead: Credit Cards - see Customer.

This table enables you to enter multiple Credit Cards for the Organisation. Select the Primary option (P) to indicate which Credit Card to use as the default during for example Quote entry.

If a non-Customer Organisation is changed to Relationship Type Customer, then all Credit Card details are moved to the Customer. If a Customer Type Organisation is unlinked from a Customer, then all the Credit Card Information remains on the Customer.

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