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Business Fields - Org Unit

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Business Rule Fields for CMO Org Units.

The following table details the Org Unit fields as well as their functionality and impact on users.

Each of these settings can be found by following this path in CMO:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. You will automatically land on the Business Rules Settings page. 
  6. From here, click the Fields tab in the top left corner of the page.
  7. Navigate to the Org Unit section of the page. 

The table below describes setting options for the Org Unit section on the Business Rules - Fields page. 

Setting Functionality
All Org Units have same field When checked, all Org Unit fields will be standardized with all of the same fields. When disabled, Org Unit fields will be stripped to a minimum and all additional fields will have to be individually configured. 
Show Representative When checked, these fields will display on the Org Unit record.
Show Email
Show Phone
Show Country
Show State / Province
Show City
Show Street Address
Show Post Code
Show 2nd Phone
Show Org Unit Type
Show Restrict Report Access
Show Logo
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  1. Article type
    How-to
  2. Tags
    1. Business Fields
    2. cmo
    3. Org Units