Steps to Add a New Sponsor

1. To add a new organization, click the "+Add" button from the menu bar above the grid.

   

2. This action will open the “Create Sponsor” Screen.

Note: To create a sponsor, you must enter the mandatory fields Name, Type, and Status which are marked with an asterisk (*) next to the field title. Other fields are optional.

Step by Step All fields are explained below:

1. Name: Enter the sponsor name in the "Name" field.
2. Number: Enter the unique number for a sponsor.
3. Parent Organization field: To add an organization to the sponsor, click on the drop-down arrow and select the appropriate organization from the list. To create a New organization, click on the “+Create” button. Refer to the screenshot below.

   

   Note: To learn How to Create an Organization. Click here.

4. Type: As we are creating the sponsor this field is pre-selected as "Sponsor" and it's not editable.
5. Subtype: Select the appropriate subtype from the drop-down menu.
6. Status: By default, the user will be able to “New” Status. To add the status to the sponsor click on the drop-down arrow and select the status as per your requirement.

   

7. Primary Contact: To add a contact to the sponsors, click on the drop-down arrow and select the appropriate Contact from the list. To create a New contact click on the “+Create” button. Users can access this link to understand How to Create a Contact.

   

8. Phone Numbers: Click on "+Add" to input phone numbers. Enter the phone number in the provided field.
9. Emails Address: Click on "+Add" to enter email addresses. Enter the email address in the provided field.
10. Notes Message Box: Enter any additional notes regarding the Sponsor in the "Notes" field.

    

11. Include Address: Toggle the switch if you want to include an address. All address-related fields will appear. Please refer to the screenshot below.

    

    Note: To include an address, you must enter the mandatory fields Address Type, Primary Address, and Country and Postal code which are marked with an asterisk (*) next to the field title. Other fields are optional.

12. Search Address: Click on the search icon to search for the address and enter your address it will show you an auto-populated list.
13. After filling in all required fields, you have three options at the bottom of the form.
    • Create: Saves the new organization and closes the screen.
    • Create and Add Another: Saves the new organization and opens a new screen to add another organization.
    • Cancel: Discards the information and closes the screen.

1. When the user clicks on the “Create” button. This action will create a sponsor and it will display a successfully created pop-up. The created sponsor can also be seen in the grid. Refer to the screenshot below.

Note: Editing a sponsor follows the same process as editing an organization. Refer to the "How to Edit an Organization" section, To Edit a Sponsor. Click here