Editing and Deleting the Organisation Record

Edit the Organisation record

To edit an Organisation record observe the following steps

1. Select the Administration > Branch Setup menu to open the branch record.

2. Position the cursor into the organisation field to open the drop down list, click the Edit Selected Record icon located at the bottom right of the listing, to open the selected record into the organisation page within the browser.

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3. Apply the required edits to the Organisation record.

4. Select the Save button to update the record with the changes made

5. Select the Close button to exit back to the Organisation List page.

Delete a Organisation record

Organisation records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk. To remove the organisation record will compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.

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Adjust the activity status of a Organisation record