The Manage People, Companies, and Organizations (PCOs) screen is the “heart” of your recordkeeping for all important activities related to entities with which or with whom you interact on behalf of your organization. Those entities might be:
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Individuals, couples, and families
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Commercial and non-profit businesses
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Associations
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Other animal shelters, rescue organizations, and sanctuaries
Several animal milestones require you to associate a PCO record (surrender, foster, adoption, returned to owner, transfer), as do other activities such as events, donations, volunteering, and memberships. For this reason, you will find several screens throughout TTR, including this one, that enable you to add new PCOs and view details and histories for existing ones.
This screen has several distinct sections and tools, as indicated by the numbered areas in the image below.
Viewing Instructions:
1.To see a description of a numbered item in the image:
– Hover your cursor over the blue numbered circle or the red rectangle surrounding the item for a popup window,
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– Click the blue numbered circle or red rectangle to be taken to the description further down this page.
2.Close a popup window by moving your cursor away from that blue numbered circle and red rectangle.
Note: If you choose to go to the description of a numbered item further down this page, return to the top of the page by clicking “Top” at the right side of the screen. To return to the Manage People, Companies, and Organizations screen image, click the blue circled number beside the item’s title.
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Center Grid The center grid of the Manage People, Companies, and Organizations screen displays a list of all the PCO records
currently in your TTR database. Just below the grid on the left, you can see the total number of active PCO records.
Use the vertical scroll bar on the right to move down through the entire list.
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Last Name Search Field If you know the last name or company name of the PCO whose record you want to see, you can narrow down your search and temporarily hide other records in the center grid by typing the name into the Last Name field. As you type, only the records with Last Name entries that match the characters you’ve typed will appear in the center grid.
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People/Companies and Organizations Filter You can use this drop-down list to temporarily limit the PCO records that appear in the center grid to only those for People or for Companies and Organizations.
 (Note: When you set up a new PCO record, you will designate whether the record is for one or the other.)
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Blue Buttons These buttons allow you to perform important actions related to one or more animals you have selected in the center grid. To help you recall the purpose of a button, you can hover your cursor over it to see a “tool tip.”
 = Add a new PCO record = Add up to four new PCO records at the same time = View and modify the details in a PCO record = Delete PCO record(s). = Add a photo, document, video or other attachment. |
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PCO Actions List Click the down arrow to display a list of available actions and then click the desired item in the list to open a related screen where you can enter, view, and/or manage data for the PCO(s) you selected in the center grid. (Note: You will find detailed information and procedures for each of these screens on their respective Help pages.)
The current dropdown list contains these selections:
 For items with a single asterisk, you can select only a single row (PCO) in the grid. For items with two asterisks, you can select two or more rows (PCOs) if you wish.
(Note: Connect to Event, Volunteer, and Membership might require prior setup before you can use them effectively.)
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