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Creating and Editing Dictionary Entries

By default, when creating or editing an Organization, there is a default list of Types and Business Categories available to the user. More options can be created by editing the Dictionary within the Organization Edit page.

Adding New Dictionaries for Organization Type

To edit the Dictionary, open the Organization Edit page by creating a new organization or editing an existing one. Click on the icon next to the Type drop-down menu.
The new window appears allowing you to edit the existing organization Type dictionary . To add a new item to the dictionary, click on New Item.
Select the order of the item from the drop-down on the left.
Enter in a name of the item on the field next to the drop-down.
Click Save to save the dictionary item.
The dictionary item is now available in the Type drop-down.

Adding New Business Categories

Out of the box, there is a list of categories you can assign to an organization. You can add more categories the same way you add organization types.

Click on the dictionary icon next to the Business Category drop-down menu.
Click on New Item to add a new category.
Enter in a category name and then click . You can change the order the category is on the list by clicking on number drop-down menu.
The category now appears in the drop-down menu.