Home360Entities / Master Records - OrganizationsCreating a New Organization Record

13.1. Creating a New Organization Record

If an organization does not exist in your dataset, you will need to create the organization. Organizations are any entity that is not an individual, Political Party Committee, Political Action Committee or PAC, or a Campaign Committee. Please follow the below instructions to create a new organization:

  1. Select File > New Organization or Ctrl+Alt+O.
  2. Enter the Basic information for the organization and select Save or Save and Close.
  3. After saving the record you will have the ability to enter in additional information into the organization's subfiles.

After adding the organization you should now be able to search for it using any of the search functions in 360. You will also be able to add additional information, edit existing information or delete the organizaiton's record.

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