Setting Up Departments

The Departments window displays the list of valid departments set up for Contact Manager, Cross Sell and Tracking, and New Members and Services. From the Departments window, you can create new departments, modify existing departments, and delete existing departments. To open the Departments window, under Administration on the Portico Explorer Bar, select Security. On the Security top menu bar, select Organization, then select Departments.

How do I? and Field Help

The Departments window is blank when you first access it. To use Contact Manager and Event Tracking, you must set up at least one department. Select New to open the Department - New window to add your first department.

To update the department information for an existing department, select a department to open the Department - Update window.

To delete an existing department, select the department from the list. Then select Delete. A pop-up window appears. Select OK to confirm the deletion. You cannot delete departments with assigned contact records.