Create an Organization - Revision history

Benoit at 16:41, 11 August 2020

2020-08-11T16:41:48Z

← Older revision		Revision as of 09:41, 11 August 2020
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	* Under People & Organization, select '''Create Organization''' Button.		* Under People & Organization, select '''Create Organization''' Button.
	* Specify Name of Organization. If it's a SCAD Student, '''append -SCAD to the name'''.		* Specify Name of Organization. If it's a SCAD Student, '''append -SCAD to the name'''.
	* Put in the correct Tag: student, commercial, vendor or film		* Put in the correct Tag: student, commercial, vendor or film (see [[Tags we use for Organizations]])
	* Specify the email address of the primary person we will be interfacing with		* Specify the email address of the primary person we will be interfacing with
	* Specify a phone number		* Specify a phone number
	* Once the JotForm comes in, make sure to update with the Address.		* Once the JotForm comes in, make sure to update with the Address.
	* Set Price Category: '''Student''' if it's a student project, '''Film''' is it's a feature, blank otherwise.		* Set Price Category: '''Student''' if it's a student project, '''Film''' is it's a feature, blank otherwise.

Benoit at 16:40, 11 August 2020

2020-08-11T16:40:38Z

← Older revision		Revision as of 09:40, 11 August 2020
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	* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]		* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]
	* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)]		* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)]

			== Creating a new Organization ==

			* Under People & Organization, select '''Create Organization''' Button.
			* Specify Name of Organization. If it's a SCAD Student, '''append -SCAD to the name'''.
			* Put in the correct Tag: student, commercial, vendor or film
			* Specify the email address of the primary person we will be interfacing with
			* Specify a phone number
			* Once the JotForm comes in, make sure to update with the Address.
			* Set Price Category: '''Student''' if it's a student project, '''Film''' is it's a feature, blank otherwise.

Benoit at 14:27, 11 August 2020

2020-08-11T14:27:37Z

← Older revision		Revision as of 07:27, 11 August 2020
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	* [https://youtu.be/X_CKAe--rtg Video on how to add a new Commercial Customer]		* [https://youtu.be/X_CKAe--rtg Video on how to add a new Commercial Customer]
	* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]		* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]
			* [https://youtu.be/9ujNY8K2Eno How to add a Vendor (for sub-rentals)]

Benoit: Created page with "Category:CurrentRMSCategory:How To An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for servic..."

2020-08-11T14:22:02Z

Created page with "Category:CurrentRMS Category:How To An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for servic..."

New page

[[Category:CurrentRMS]][[Category:How To]]

An organization represents either a customer or a vendor. These are the entities that pay us (customers) or that we pay for services (vendor).

Some organizations can be both vendors and customers.

Because we do a large amount of business with SCAD students, we classify customers are either Students or Commercial customers and there is slightly different paperwork requirements for each category.

* [https://youtu.be/X_CKAe--rtg Video on how to add a new Commercial Customer]
* [https://youtu.be/I_g2gTm-5kQ Video on how to add a new Student Customer]