About the Organizations Page
The Organizations page lists the organizations the logged-in user has permission to access. The page provides information about each organization and includes functions that let you add and remove organizations and manage information in their profiles.
Overview of the Organizations Page
Overview of the Organizations Page
The illustration below identifies the main elements on the Organizations page. Descriptions of these elements are provided later in this topic.
Breadcrumbs
Breadcrumbs are the navigational trail that lets you know which page you are currently on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.
Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Organizations page:
Clicking Home takes the user back to the Home page.
Add Button
Click 
to open a blank form where you can create a new organization record. For instructions, go to How to Add an Organization Record.
Search Functionality
Several methods are available to help you find an organization. For details, go to How to Search for an Organization.
When you need to find an organization's record, you can search for it by using the Search functionality above the Organizations grid. The Search function is especially useful when the grid contains a large number of records.
Search Field
The 
Search field offers a way for you to find the organization you are looking for by searching for the text you type into the field. By default, the field is set to search for the name of an organization,
but you can change this by selecting one or more other search targets such as City and Phone. After typing your text in the Search field, click 
to begin the search. The Organizations
grid updates to show results matching your search criteria.
Search by Target Method
If desired, you can set the Search field's focus on a specific target input, such as an email address or phone number. If you look to the right of the search field, you see this button: 
(see previous illustration). Click to
open a dropdown list of search targets. The default search target is Name, but you can deselect Name and select one or of the other targets in the list. For example, to search for a telephone number, select the Phone checkbox
and then type a phone number into the search field. Click to start the search.
Search by Organization Type
You can also narrow the search results to find organizations of specific type, for example, schools. To search by organization type, select the desired type from the Types dropdown list. In the illustration below, the user selects High School to find all organizations whose Type is set to High School.
Important
The types appearing in the Types dropdown list are the ones configured by your organization as lookup options for the Organization Types dropdown list. If you need to search for an organization type that is not in the Types list, you need to add a lookup value for it. For instructions, go to How to Create Lookup Options for the Organization Types Dropdown List.
Apply Button
Click to perform a search with your search criteria and applied filters.
Reset Button
Click to clear all search criteria and applied filters and to perform a search with no filters applied.
Toolbar Buttons
The toolbar buttons give you quick access to the functions used to manage records on the Organizations page. In the list below, the name of a button to view a functional description.
Organization HelpOrganization Help
Click to open the online Help documentation.
The two layout buttons let you change the way you view data in the Organizations grid. Select the view that suits the device you are using, your preference for viewing information, and your style of working.
Grid View
Grid view is the default layout for viewing records. This layout arranges the records in separate rows. Each record occupies a single row that spans across the page.
To enable grid view, click .
Use the Show menu dropdown list at the bottom of the page to select the number of records to display per page:
Card View
This layout arranges the records in separate containers that resemble index cards. Each card occupies a single row that spans across the page and contains one record. The card gives you an at-a-glance summary of key information in the record.
To enable card view layout, click.
Use the Show Menu at the bottom of the page to select the number of cards to display per page:
Import OrganizationsImport Organizations
Enables you to import records of organizations from other data sources into SEP. For instructions, go to How to Import Organization Records.
Export Search ResultsExport Search Results
Enables you to export the records resulting from an organization search to a .csv file. After the file downloads, you can open it and save it on your device.
Organizations Grid
The Organizations grid lists only the organizations the logged-in user has permission to access. The list shows the following details for each organization:
- Organization ID
- Organization Name
- City location
- Contact information, if available, including the phone number and email address
- Type of organization, for example, school or parish.
- Optional reference value that can be used to identify the organization.
Sortable Column Headers
You can sort records in the Organizations grid by the value in any one the five columns. To sort, simply click the desired column header. For example, to sort entries in the grid in alphabetic order by type, click the Type header.
If the column contains text (for example, city name), the information is sorted in alphabetic order. If the column contains numbers (for example, phone number), the information is sorted in numeric order. When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:
Click the column header once to sort the values ascending order. Click the column again to reverse the sort.
: ascending order (alphabetically from A to Z; numerically from 0 to 9 or lowest to highest).
: descending order (alphabetically from Z to A; numerically from 9 to 0 or highest to lowest).
Organization Name Links
Each organization in the list has a name link that when clicked takes you to the organization's record. The record provides details about the organization, such as the phone number, physical address, and email address, to name a few. To find out what other details are included in the organization record, go to Fields in the Organization Record.
Show Menu
The Show menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number or records, click to
display the menu entries. Then, select a value of 25, 50, or 100, as shown below:
To speed up page loading, select a lower value.
Total Record Count
To the right of the Show menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 32:
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
: takes you directly to the page number. For example, clicking 3 takes you to Page 3 in the grid.
: takes you one page back from the page you are currently viewing.
: takes you one page forward from the page you are currently viewing.
: takes you to the first page.
: takes you to the last page.
Related Topics
How to Access the Online Help Documentation
How to Import Organization Records
How to Add a New Organization Record
Fields in the Organization Record
How to Delete an Organization Record