Search for Organisation
- Click ‘Contacts’ top tab
- Click ‘Organisations’
- Type any part of the organisation name in the ‘Organisation Name’ field to bring back a specific organisation and click search
- Organisations with that name or part of that name will appear in a list
- Organisations can be deleted from here
- New Organisations can be added from this screen. If Organisation is not found and you want to add it then Click on ‘Add New Organisation’
Enter Organisation Details
- Enter all details available for the organisation
- Click ‘Save’
Organisation Details Specifics:
- Organisation Name: Compulsory. Type full name
- Email: Use general info email if available
- Address: Select address type & enter other details (up to two)
- Phone Number: Select phone number type, enter country code (eg. UK 44) & enter remainder of phone number. Select one phone number as primary type