4me Help
Organization Fields

Organization Fields

The table below lists the fields of the Organization form and provides utilization guidelines for each field.

Field Label Utilization Guideline
Picture

The Picture field is used to add the organization’s logo, or a picture of the main office building.

Click on the picture to enlarge it or to change it.

Name

The Name field is used to enter the full name of the organization.

Disabled

The Disabled box is checked when the organization may no longer be related to other records.

Remarks

The Remarks field is used to add any additional information about the organization that might prove useful.

This field allows basic text formatting.

Attachments

The Attach file… link is used to attach a file to the organization. Multiple attachments can be added to an organization.

Business unit

The Business unit box is checked when the organization needs to be treated as a separate entity from a reporting perspective. This checkbox is available only for internal organizations.

Region

The Region field is used to specify which region the organization belongs to. It is possible to select a previously entered region name or to enter a new one. An internal organization, which is not itself a business unit, inherts the region of the business unit of which it is a descendent.

Examples of commonly used region names are:

  • Asia Pacific (APAC)
  • Europe, Middle East & Africa (EMEA)
  • North America (NA)
Parent organization

The Parent organization field is used to select the organization’s parent organization.

It is not possible to select an organization that is already selected as one of the organization’s child organizations or is a child organization somewhere lower in the organizational hierarchy.

Financial ID

The Financial ID field is used to enter the unique identifier by which the organization is known in the financial system that is integrated with the 4me account in which the organization is opened.

Manager

The Manager field is used to select the manager of the organization.

This field is used by 4me to look up the approver of an approval task when it is being generated based on a task template in which the Requester’s manager box is checked. When the Manager field of the requester’s Person record is empty, or when it contains a disabled person, then 4me will use the person selected in the Manager field of the requester’s organization instead.

Substitute

The Substitute field is used to select the person who acts as the substitute of the organization’s manager.

Contact Details
Telephone

The Telephone fields are used to enter the organization’s telephone and fax numbers.

Skype names can also be entered in Telephone fields. Prefix Skype names with skype: or callto: to ensure that they are correctly hyperlinked in View mode.

Email

The Email fields are used to enter the organization’s general and service desk email addresses.

Website

The Website fields are used to enter the organization’s general and service desk website URLs (Uniform Resource Locators).

Address

The Address fields are used to enter the street, mailing and billing addresses of the organization.

Risks
Risks

The Risks table field lists the risks that have been identified for the organization.

Child Organizations
Child organizations

The Child organizations table field lists the organizational units that are part of the organization.

People
People

The People table field lists the people who work for the organization as employees or long-term contractors.