Creating an organization record

1Click New > Organization > Create.
A form appears.
2In the General Information section, enter the basic details of the organization.
Note: To add an image, type a URL in the Image field. You can add images with the JPEG, JPG, PNG, TIFF, SVG, and GIF formats.
When you enter the details, Customer 360 SaaS searches for similar records based on the exact text that you enter. You can view similar records. If any record matches with the record that you create, you can select the matching record and discard your changes.
If validation errors appear, fix the errors.
3To view similar records, perform the following tasks:
1. aClick Similar Records.
2. bTo view the details of the record, click the title of the record.
3. cIf you find the opened record is same as the one that you plan to create, click Accept in the Similar Records panel.
4. dClick OK.
The selected record opens, and your changes are discarded.
4To add an entry to a section, perform the following steps:
1. aTo add an entry to a section, click Add.
2. bEnter values in the fields that appear.
When you add values, the system assigns a field group ID to the entry.
3. c If validation errors appear, fix the errors.
4. dApply the changes.
If the section has data quality issues, you can view the number of information and warning issues in the entry. You can view the data quality issues or continue adding data to the record.
5To relate a record through a business entity record field, perform the following tasks:
1. aClick the search icon in the box.
The Add Reference Entity dialog box appears.
2. bSearch for a business entity record.
Note: To help narrow your search results, apply filters.
3. cSelect a record, and click Add.
The selected record appears as the field value.
6To add a related record, expand the Related Records section, and click Add.
7To add dynamic field definitions, perform the following steps:
1. aIn a dynamic field definition section, click Add Dynamic Field Definitions.
2. bSelect the dynamic field definitions that you want to add to the record.
You can use the search box to find the required dynamic field definitions.
3. cClick Apply.
The selected dynamic field definitions appear in a tree table format.
4. dTo configure the properties of a dynamic field definition, hover over a row, and click Edit.
The Properties dialog box appears.
5. eConfigure the following properties:
• ▪ Required. Indicates whether the dynamic field definition is a required field for the related records.
• ▪ Inherit to Child. Indicates whether you want to allow inheritance of the dynamic field definitions to the child records.
The child records inherit the updates to the dynamic field definition properties.
• ▪ Inherits from. Displays the parent record from which the dynamic field definition is inherited.
To stop inheriting the dynamic field definitions from the parent record, select None. If you update the dynamic field definition properties of a child record, the child record no longer receives the updates to the dynamic field definitions from the parent record, and the Inherits from option is cleared.
6. fClick Apply.
8Save your changes.

Action	Description
Submit	If no approval is required, you can directly submit your changes, and the record is saved.
Send for Approval	If approval is required or is optional, you can send your changes for approval. When you send for approval, a review task is created and available for approvers to review. An icon appears after a few seconds to indicate that the record has pending changes.

If the record has data quality issues, a confirmation message appears. You can view the data quality issues or continue to save your changes.
Note: If multiple sections of a record are available in the edit mode, save or cancel the changes in each section before you submit or send it for approval.