Organization

The organization object contains information about an organization record.

Organizations in Current RMS are billing entities. They're customers or vendors that you bill.

You can set an organization as a sub-rent supplier and raise a purchase order for them. You can also invoice an organization.

Members

Contacts, organizations, vehicles, venues, and users are all known as members in the database. Members have some shared attributes, along with attributes that are specific to that particular member type.

When you're checking a list of members, you can use the type object to determine what type of member you're working with.

For example, the participants object against an opportunity returns participant objects for any members who are participants on the opportunity. To print only organizations:

<ul>
  {% for participant in order.participants %}
    {% if participant.type == "Organization" %}
      <li>{{ participant.name }}</li>
    {% endif %}
  {% endfor %}
</ul>

Document layouts

The organization object can be accessed in document layouts created against the following modules:

Member

From an organization record:

{{ member.name }}

From a contact record:

{% for organization in member.organisations %}
  {{ organization.name }}
{% endfor %}

Opportunity

To print information about the opportunity's related organization:

{{ customer.name }}

To print organizations that are a participant against an opportunity: 

{% for participant in order.participants %}
  {% if participant.type == "Organization" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print organizations that are sub-rent suppliers for opportunity items:

{% for item in order.product_assets %}
  {% if asset.sub_rent? %}
    {{ asset.supplier.name }}
  {% endif %}
{% endfor %}

To print organizations that are sub-contract suppliers for service bookings:

{% for item in order.services %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {% if asset.is_resource_stock? %}
        {% if asset.resource.type == "Organization" %}
          {{ asset.resource.name }}
        {% endif %}
      {% endif %}
    {% endfor %}
  {% endif %}
{% endfor %}

Project

To print information about the project's related organization:

{{ customer.name }}

To print organizations that are a participant against a project: 

{% for participant in project.participants %}
  {% if participant.type == "Organization" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

Purchase order

Where the supplier is an organization:

{{ supplier.name }}

To print organizations against a purchase order's related contact: 

{% for organization in supplier.organisations %}
  {{ organization.name }}
{% endfor %}

Invoice

To print information about the invoice's related organization:

{{ customer.name }}

Quarantine

To print information about the sub-rent supplier against a quarantine:

{{ quarantine.supplier.name }}

To print information about the source opportunity's related organization:

{{ quarantine.source.customer.name }}

To print information about the next opportunity booking's related organization: 

{{ quarantine.next_booking.customer.name }}

Activity

To print information about organizations that are participants against an activity:

{% for participant in activity.participants %}
  {% if participant.type == "Organization" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

Discussion templates

The organization object can be accessed in discussion templates created against the following modules:

Member

From an organization record:

{{ organisation.name }}

From a contact record:

{% for organization in contact.organisations %}
  {{ organization.name }}
{% endfor %}

Opportunity

To print information about the opportunity's related organization:

{{ customer.name }}

To print organizations that are a participant against an opportunity: 

{% for participant in opportunity.participants %}
  {% if participant.type == "Organization" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

To print organizations that are sub-rent suppliers for opportunity items:

{% for item in opportunity.product_assets %}
  {% if asset.sub_rent? %}
    {{ asset.supplier.name }}
  {% endif %}
{% endfor %}

To print organizations that are sub-contract suppliers for service bookings:

{% for item in opportunity.services %}
  {% if item.is_item? %}
    {% for asset in item.assets %}
      {% if asset.is_resource_stock? %}
        {% if asset.resource.type == "Organization" %}
          {{ asset.resource.name }}
        {% endif %}
      {% endif %}
    {% endfor %}
  {% endif %}
{% endfor %}

Project

To print information about the project's related organization:

{{ customer.name }}

To print organizations that are a participant against a project: 

{% for participant in project.participants %}
  {% if participant.type == "Organization" %}
    {{ participant.name }}
  {% endif %}
{% endfor %}

Purchase order

Where the supplier is an organization:

{{ supplier.name }}

To print organizations against a purchase order's related contact: 

{% for organization in supplier.organisations %}
  {{ organization.name }}
{% endfor %}

Invoice

To print information about the invoice's related organization:

{{ customer.name }}

Quarantine

To print information about the sub-rent supplier against a quarantine:

{{ quarantine.supplier.name }}

To print information about the source opportunity's related organization:

{{ quarantine.source.customer.name }}

To print information about the next opportunity booking's related organization: 

{{ quarantine.next_booking.customer.name }}

active_sub_rentals

Returns opportunity item asset objects for active opportunities where this organization is a sub-rent supplier.

Opportunity item assets

activities

Returns activity objects for the activities relating to an organization.

Input 

{% for activity in member.activities %}
  {{ activity.subject }}
{% endif %}

Output 

Call to follow up
Activity

address

Returns the primary address for an organization.

Input

{{ member.address }}

Output

882 Broderick Flats Lake Erlingchester MA 67553-4548

address_detail

Returns address objects for an organization's primary address.

Input

{{ member.address_detail.state }}

Output

MA
Address detail

attachments

Returns attachment objects for attachments stored against an organization.

Input

{% for attachment in member.attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg
Attachments

contacts

Returns contact objects for linked contacts against an organization.

Input

{% for contact in member.contacts %}
  {{ contact.name }}
{% endfor %}

Output

Peter Miller
Contact

description

Returns the description for an organization.

Input

{{ member.description }}

Output

I mean it's one banana, Michael. What could it cost, $10?

discount_category_name

Returns the discount category name for an organization.

Input

{{ member.discount_category_name }}

Output

Charity

email

Returns the first work email address stored against an organization

Input

{{ member.email }}

Output

gob@bluthcompany.com

emails

Returns email objects for email addresses stored against an organization.

Input

{% for email in member.emails %}
  {{ email.address }}
{% endfor %}

Output

help@current-rms.com
Emails

icon_url

Returns a URL pointing at the organization's picture. The full size image is returned.

Input

{{ member.icon_url }}

Output

https://s3.amazonaws.com/cobra-4934606a-294f-4fc2-bca1-2fd55ba5019c/icons/449/original/abigail.jpeg

image_attachments

Returns attachment objects for attachments stored against an organization. Only returns those that have a file type of image.

Input

{% for attachment in member.attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg
Attachments

id

Returns an organization's ID.

The ID is an internal reference for a record. It's not exposed in our web interface.

Input

{{ member.id }}

Output

10

invoice_term_length

Returns the value of the invoice term type. Typically used with invoice_term_name to print invoice terms on documents.

The term length is the number in the “Terms” field.

Input

{{ member.invoice_term_length }}

Output

30

invoice_term_name

Returns the invoice term type. Typically used with invoice_term_length to print invoice terms on documents.

The term length is the number in the “Invoice Term Type” field.

Input

{{ member.invoice_term_length }}

Output

days from invoice date

invoices

Returns invoice objects for invoices against an organization. All invoices and credits are returned.

Input

<ul>
  {% for invoice in member.invoices %}
    <li>{{ invoice.name }}</li>
  {% endfor %}
</ul>

Output

• Engagement Dinner
• Wedding
• Baby Shower
• Divorce Party
Invoice

is_cash?

Returns true where the cash customer toggle is set to YES; false otherwise.

Input

{{ member.is_cash? }}

Output

false

lawful_basis_type_id

Returns the legal basis type ID for an organization.

Type

Legal basis type

11001

Legitimate interest - prospect

11002

Legitimate interest - existing customer

11003

Performance of a contract

11004

Freely given consent

11005

Employee

11006

Unknown

Input

{{ member.lawful_basis_type_id }}

Output

11005

lawful_basis_type_name

Returns an organization's legal basis type name.

You may add legal basis types in System Setup > List of Values.

  • Legitimate interest - prospect

  • Legitimate interest - existing customer

  • Performance of a contract

  • Freely given consent

  • Employee

  • Unknown

Input

{{ member.lawful_basis_type_name }}

Output

Employee

live_invoices

Returns invoice objects for invoices against an organization. Only live invoices and credits are returned, i.e those not voiced, paid, or posted.

Input

<ul>
  {% for invoice in member.live_invoices %}
    <li>{{ invoice.name }}</li>
  {% endfor %}
</ul>

Output

• Divorce Party

live_opportunities

Returns opportunity objects for opportunities against an organization. Only live opportunities are returned, i.e those that are open or active.

Input

<ul>
  {% for order in member.live_opportunities %}
    <li>{{ order.name }}</li>
  {% endfor %}
</ul>

Output

• Divorce Party
Opportunity

live_purchase_orders

Returns purchase order objects for purchase orders against an organization. Only live purchase orders are returned.

Input

<ul>
  {% for purchase_order in member.live_purchase_orders %}
    <li>{{ purchase_order.name }}</li>
  {% endfor %}
</ul>

Output

• Sub-rental
• Sub-contract service

mobile

Returns an orgnaization's cell phone number. The first telephone number with the type “cell” or “mobile” is returned.

Input

{{ member.mobile }}

Output

(756) 555 1939

name

Returns the name of an organization.

Input

{{ member.name }}

Output

Bluth Company, Inc.

number

Returns the account number for an organization.

Input

{{ member.number }}

Output

111-222-333

on_stop?

Returns true if the “On Stop” toggle is set to YES against this customer; false otherwise.

Input

{{ member.on_stop? }}

Output

false

opportunities

Returns opportunity objects for opportunities against an organization. All opportunities are returned, regardless of state or status.

Input

<ul>
  {% for order in member.opportunities %}
    <li>{{ order.name }}</li>
  {% endfor %}
</ul>

Output

• Engagement Dinner
• Wedding
• Baby Shower
• Divorce Party
Opportunity

phones

Returns telephone objects for telephone numbers listed against the organization.

Input

{% for telephone in member.phones %}
  {{ telephone.number }}
{% endfor %}

Output

(636) 555 0113
Phones

price_category_name

Returns the price category against the organization.

Input

{{ member.price_category_name }}

Output

Gold

purchase_orders

Returns purchase order objects for purchase orders against an organization. All purchase orders are returned.

Input

<ul>
  {% for purchase_order in member.purchase_orders %}
    <li>{{ purchase_order.name }}</li>
  {% endfor %}
</ul>

Output

• Sub-rental
• Sub-contract service

purchase_tax_class_name

Returns the purchase tax class name against an organization.

Input

{{ member.purchase_tax_class_name }}

Output

Default

rating

Returns a number 0-5 for the star rating against an organization. Typically used to print a star rating.

Input

Member rating: {{ member.rating }}<br>
{% for i in (1..member.rating) %}
  ⭑
{% endfor %}

Output

Member rating: 4
⭑ ⭑ ⭑ ⭑

sale_tax_class_name

Returns the sale tax class name against an organization.

Input

{{ member.sale_tax_class_name }}

Output

Default

tax_class_name

Depreciated. Support may be withdrawn in future.

See: sale_tax_class_name .

tax_number

Returns the tax number against an organization.

Input

{{ member.tax_number }}

Output

GB123456

telephone

Returns an orgnaization's telephone. The first telephone number with the type “work” is returned.

Input

{{ member.telephone }}

Output

(636) 555 0113

thumbnail_icon_url

Returns a URL pointing at the organization's picture. A thumbnail size image is returned.

Input

{{ member.thumbnail_icon_url }}

Output

https://s3.amazonaws.com/cobra-4934606a-294f-4fc2-bca1-2fd55ba5019c/icons/449/original/abigail.jpeg

transactions

Returns invoice transaction objects for transactions against invoices for an organization.

Input

{% for transaction in member.transactions %}
  {{ transaction.amount }}<br>
{% endfor %}

Output

100
20
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