Add business information
The full form includes Organisation Name, legal name, registration number, incorporation details, industries and contact-person names. Organisation Name is required.
Open the record, choose Edit, enter the information you know and choose Save Contact. A department belongs to the organisation rather than being a separate Person record.
Parent-organisation relationships are not currently supported.
Quickly add an organisation
Start in: Contacts → Add Contact
- Choose Organisation in Quick Add Contact.
- Enter Organisation Name and any Phone or Email you already know.
- Select Save Contact.
- Select the organisation in Contacts to open its record.
Result: An organisation record is saved; its remaining details can be entered later.
- Organisation Name is required. Phone and Email are optional.
Record an organisation's departments
Start in: Organisation contact → Edit → DEPARTMENTS
- Open the organisation, choose Edit and expand Departments.
- Select Add Department, then enter Department Type and Department Name.
- Add the department’s email and phone details. Supplied and custom department types are supported.
- Edit existing departments in place, or use a department’s delete control to remove its entry.
- Select Save Contact to save the department changes with the organisation.
Result: Department details appear in the organisation's Departments display.
- Department entries belong to the organisation record; they are not separate Person contacts.