What does this section covers?

Find out how to create a new Unit

CRM.COM Software allows you to create Unit  to represent a body of users which belong in the same team, following exactly the same business processes, without differentiating in any way. Units hold the common Organizational Unit information and in addition the sub Units belonging to that Unit. The Users and sub Units which are part of each Unit are can also be viewed through that screen although they are managed by dedicated screens

1. Login using your username and password
2. Navigate to Foundation Application > Network Management
3. Click on Manage Units
4. From the Top Menu click on New 
   The Detail page for Units is displayed
   For a description of the fields go to /wiki/spaces/V4Manual/pages/9832913
5. Under Main Information add the relevant data:
   1. Name (Unique and Mandatory)
   2. Group
   3. Community
   4. Parent Unit
   5. Alternative code (Unique and Mandatory)      
   6. Description
   7. Assign Unit automatically based on Covered Geographical Areas
      Select the option if you would like to automatically set the specific Unit to Assignable Entities, during the creation of the record, only if the location of the customer is within the covered geographical area. Go to /wiki/spaces/V4Manual/pages/9832485
   8. Contact Information
      1. Select to add a new contact information 
         1. Select the type of contact information (person or company)
         2. Give a name to the new contact
      2. Select to use an existing contact information
         1. Click on Find
            A modal window opens
         2. Search for all existing contacts by entering "%" or by entering values based on the form criteria
         3. Click on the Check Box on the left to select it
         4. Click on Select
            The Contact will be added under the contact information section of the Community
6. If the option "Assign Unit automatically based on Covered Geographical Areas" is selected then it is mandatory to define the areas under the specific tab
   1. Go to Covered Geographical Areas Tab
   2. Click on Add
      A new record will be added. 
   3. You can add multiple records  - Free Text
      1. Add Area, District and Town/City in the same record- 
         If you add more than one in a single record then all of them will be considered as a single condition that needs to be met
          
      2. Add only one of the available options in a single record:
         Only that will need to be met
          
      3. Add Multiple records with single or multiple conditions per record
         Conditions in the same record, will all need to be met
         Conditions in multiple records are treated as different conditions 
         
7. Click on Save
8. Click on Actions
   1. Click on Add New Sub-Unit
      
      A modal window opens that is the same with the New Unit screen
   2. Create a new Sub-Unit by filling the necessary information: Name, Classification, Alternative Code, Contact Information
   3. Click Save 
      The modal window closes and the sub unit appears at the detail screen
      
   
   

Look at the scenario of /wiki/spaces/V4Manual/pages/9833351