---
title: Searching and Entering an Organization
description: In-Synch
---

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# Searching and Entering an Organization

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### Searching and Entering an Organization

 Created by Russ Hartle, Modified on Tue, 27 May, 2025 at 10:40 AM by Russ Hartle

1\. Click on the “Org” button from the main RMS toolbar to open Organization Management.

[![](https://kb.arms.com/hubfs/Knowledge%20Base%20Import/XKNjwezhBLK6Ycf49ojuSu8Ddtdvp_4mdA.png)](https://manula.s3.amazonaws.com/user/9801/img/org001.jpg)

2\. Enter part of the organization name (A), and then click the “Search” button (B) to search for the organization.

[![](https://kb.arms.com/hubfs/Knowledge%20Base%20Import/_7NMaL4NXAIOB_aU6z1J7w7o_-OuXkROuQ.png)](https://manula.s3.amazonaws.com/user/9801/img/org002.jpg)

*\****Tips:**  
You may use the mouse to click the “Search” button or use the “Enter” key to perform searches.

   
3\. If no matches are found, follow steps 3a-3b; otherwise follow step 4a.

3a. If no matches were found, click “OK” in the Information box.

[![](https://kb.arms.com/hubfs/Knowledge%20Base%20Import/ZqtfUr52MsC-iRUJMfu9u3nxNBqOVOEy-A.png)](https://manula.s3.amazonaws.com/user/9801/img/org003.jpg)

3b. Enter the rest of the organization name (A), and then click the “Save” button (B).

[![](https://kb.arms.com/hubfs/Knowledge%20Base%20Import/ynw5gMOkksAiOyGXiduV7FyBF_u-E_WugQ.png)](https://manula.s3.amazonaws.com/user/9801/img/org004.jpg)

4\. When matches are found, follow step 4a.

4a. If matches were found, highlight the organization in the results grid (A), and then click the “Choose” button (B)

[![](https://kb.arms.com/hubfs/Knowledge%20Base%20Import/8R9H5gCFdYVGQ2r6gcaHmUGAVR8JQhLz5w.png)](https://manula.s3.amazonaws.com/user/9801/img/org005.jpg)

*\****Tips:**  
If the search results do not contain the organization you were looking for, click the “Add” button in the results grid to create a new organization record.

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