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New Consolidated Organization Wizard

Data Consolidation Checklists

Data Consolidation FAQs

New Consolidated Organization Wizard - Finish Panel

Access this panel with Administrative user rights using File>New Consolidated Organization.

Use this final panel to review all selections made while setting up this organization, including the organization and server names, segments, installed modules, and field lengths.

  • Click Back to review or change your selections.
  • Click Finish to create a consolidated organization. The system begins the create process, and all selections are finalized. The database is named the same as the organization, which was entered on the first panel of this wizard.
  • Click Cancel to exit without creating a new organization.
  • You can print the information for this organization by right-clicking (in the area where the organization properties are listed) and selecting "Print."
  • Once the organization is finalized, the following information can be changed:
    InformationWhere it can be changed

    Organization Name, Tax ID Numbers

    Organization>Organization Information>Organization tab

    Organization Address

    Organization>Organization Information>Address tab

    Segment Sequence, Segment Names, Function

    Organization>Organization Information>Segments tab

    Available Modules

    Organization>Add a Module