Creating an organisation
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This document provides instructions for creating and linking an organization in an application. It explains how to select the Organizations tab and add a new organization, filling in information. Users can then link contacts, tasks, documents, and events to the organization by selecting it from the relevant record. Contacts can also be linked to an organization by selecting it on their profile.
Creating an organisation
- 1. How to create and link an organisation
- 2. Select the ‘Organisations’ tab on the let hand side and then ‘Add new Organisation’ This feature enables you to link contacts to certain companies How to create and link an organisation
- 3. Fill in the information providing as much information as possible You can also choose if you want other users to be able to see this organisation How to create and link an organisation
- 4. You can then link contacts to the organisation as well as; • Tasks • Documents • Events How to create and link an organisation
- 5. To link a contact, select the ‘Contacts’ tab and fill in the contacts details or go to the contact and select the organisation you want to link them to How to create and link an organisation