IDI version 26.8 is now available.  Click here for details: IDI Updates.

Adding and Modifying Departments

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To add or modify departments:

  1. From the Customer window menu bar, select Account > Departments from the Application menu bar. This displays the Departments window.

  2. To add a department to the list, right-click and select New.

  3. In the New Department dialog box enter the department number and name and click Save.

    OR

    To change a department, right-click and select Edit. Make the required changes and click Save.

    Note

    The Department menu option may not be displayed if you do not have permission to view it.

Permissions

Enabled: Lets you view Departments on an account.

Disabled: Departments is not displayed the customer window Account menu.

Children:

Delete

Enabled: Lets you delete an existing department on a customer account.

Disabled: Delete is not displayed on the Departments window shortcut menu.

Edit

Enabled: Lets you edit an existing department.

Disabled: Edit is not displayed on the Departments window shortcut menu.

New

Enabled: Lets you create a new department.

Disabled: New is not displayed on the Departments window shortcut menu.