It is possible to add a new Organisation in two ways:
- From the Main Menu of the Address Book
- From the Client, Associate & Other Side Contacts screen of the Address Book
- Click on the ‘Add Contacts’ button
- Select Organisation or Individual
- Select the primary category for the contact e.g. Client
Note: It is possible to add extra categories to the contact during creation.
This opens the screen to create a new contact. There are 3 levels of contact informaiton to record.
1. Organisation Details
On the Organisation creation screen fill in the following:
Field | Description |
Category | Use the toggles to enable the category/categories of the contact. |
Internal Organisation Name | Add the name of the organisation to use within your system. |
Primary/Secondary Type | Add extra classification to the type of contact. Note: Additional options can be added to these drop down lists. |
Organisation Code | This is a short code that can be used in the case code generation for the client. |
Also Create | This option enables users to create the Client as an Applicant contact as well. |
2. Primary Location Details
One Location must be added when the Organisation is created. It is possible to add extra Locations once the Organisation has been created.
Field | Description |
Location Name | Add the name of the office/location. We advise adding the name of the city/region to the location name to help identify the location in drop down lists. |
Organisation Name & Address | Add the postal address to use in correspondence. |
Post Code | Add the post code/zip code. Note: Some systems prefer to hide this field and add the post code in the Organisation Name & Address field. |
Country | Select the country where the office/location is based. |
Phone | Record additional contact information. |
Fax | |
Website | |
VAT No. |
3. Person Details (Optional)
Click the ‘Add Person’ button in the bottom right of the Location information to add a Person to this new contact.
Field | Description |
Person Name | Add the name of the person for your internal reference. |
Address Name | Add the formal name to use in correspondence. |
Salutation | Add the name to greet the person within correspondence. |
Job Title | Enter the job held by the person at the organisation. |
Phone | Enter additional contact details. |
Mobile | |
Fax | |
Add the email address to be used when generating correspondence. | |
Add Correspondence Entry | Automatically enable this Person to receive correspondence on cases. Note: This option is only relevant if Correspondence Management is enabled. |
Click ‘Save’ to add the details or ‘Cancel’ to prevent the changes being saved.
After the contact is created you can add extra Locations and People to the Organisation.