Offices
You will find "Offices" under the heading "Units" in the "Organization" sub-area of Compliance Suite. You can use "Offices" to further categorize data and link people to specific offices.
You can get an overview of all active Offices under "Active Offices":
Create an Office
To create a new Office, click on the "+New" button in the menu bar.
How to fill in the fields:
| Field Name | Type | Description |
|---|---|---|
Name |
Text |
Enter the name of the new Office. |
Custom ID |
Text |
Enter ID of the new Office. |
Location |
Look-up |
Enter Location of the new Office. |
Category |
Look-up |
If necessary, select a category for the new Office. |
Description |
Text |
Enter a description of the new Office. |
Link a person to an Office
To link an Office to a person, navigate to the specific person and look up the given Office in the "Office" field under "Organizational Information" on the person card.
Note that the Office field must be checked off on the personalized card form before it appears on the person card. You can edit the person card form on person type.
