In Field ID, you can change your organization name easily - here's how:
- Go to Setup > Settings > Manage Organizations
- Click on the Edit link beside your Primary Organization to update your name, localization settings, address, website and PDF Image Logo.
Adding another branch in Field ID:
You have the ability to add other branches or physical locations of your company in Field ID. These are called Secondary Organizations.
Adding Secondary Organizations will allow you to keep customers separated, or to keep job site data between each branch.
- the customer is serviced or shared by all branches
- you would like all employees to see that customer
- the employee works at the head office
- you would like the employee to see customers for both the primary and all secondary organizations
- you would like this customer not be visible to other branches (the primary can still view it)
- you would like that employee to only see customers and data that belongs to their branch and the primary organization
- hide information from other branches