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Organizations in the sidebar opens your directory of the organizations your rescue deals with: veterinary practices, partner rescues and shelters, suppliers, the employers your volunteers work for, and government offices. Your own rescue has a page of its own, Our organization, reached from Our organization at the top of the list. The people at an organization are not copied into it. Each is a person in People, linked to the organization by an affiliation, so a vet who also fosters for you is one person, not two. You need See on Organizations to open the directory, and Change on Organizations to add or edit an organization. Permissions are set per role under Settings → Team & volunteers → Team roles.

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The numbers at the top

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Kinds

What an organization is: Veterinary practice, Rescue, Shelter, Supplier, Employer, Government or Other. Only a Veterinary practice can be chosen where the app asks for a practice, such as on a medical record, and only a veterinary practice can be your primary practice or be marked as taking emergencies.

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Relationships

What an organization is to your rescue: Prospect / lead, Active vendor or client, Past vendor or client, Partner / sponsor, Vendor / supplier or Competitor. It sits beside the kind rather than replacing it, so a veterinary practice can also be a past vendor. When the relationship is chosen or changed, the organization’s record notes the day, and shows the relationship as “since” that date. Saving the same relationship again keeps the original date. The panel on the left filters the list, and each option shows how many organizations you would get if you chose it. Search by name finds organizations whose name contains what you type.

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Saved views

Above the filters, Views keeps filter combinations you use often. Set the filters, press + Save current view, give it a View name and press Save. Click a view to apply it; applying one clears any filter it does not set. The bin beside a view deletes it. Your views are your own: colleagues do not see them.

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Columns

Columns chooses which columns the list shows: Name (always shown), Kind, Relationship, Industry and Contact. Your choice is remembered in this browser only. The list is in alphabetical order, with your primary practice first. Click a row to open the organization’s record.

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Adding an organization

Add organization opens a panel beside the list. Fill it in and press Add organization. Which of these fields the form shows, their order, and which are required are set under Settings → Data & customization → Record layouts. Name cannot be hidden. Organizations do not have custom fields.

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Veterinary practice

When the kind is Veterinary practice, two more boxes appear:
  • Our primary practice: the practice offered first when somebody chooses a practice on a medical record. Only one practice can hold this at a time; naming a new one releases the old.
  • Takes emergencies: marks the practice as one that takes emergencies. It is shown in the list and beside the practice’s name when choosing one on a medical record.
Changing an organization away from Veterinary practice clears both.

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Main location

Where they are and how to reach them: an address and a Phone. This becomes the organization’s main location, and more can be added on its record. The address is checked when you save: when a standardized spelling is found (for addresses in the United States and Canada), that spelling is saved; otherwise the address is saved as typed. Check this address shows you the difference before saving.

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Industries

The codes follow the North American Industry Classification System (NAICS).

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Import and export

To bring organizations in from a spreadsheet, or take them out as one, use Import and Export.