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Adding a New Organization


  1. Click on the New Org button.
  2. An empty Gen Info screen will appear.
  3. Click in the Company box and enter the company name.
  4. Tab through the rest of the screen filling out the required info.
  5. Click on the check mark (save button) located at the top of the data view screen.
  6. Go through the rest of the tabs of the organization screen (address, telephone etc)

 

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