Creating an Organisation

When you are setting up a contact you could setup the contact to belong to an organisation. If one isn’t already setup then click on the “+” icon next to Organisation in the Add/Edit Contact screen. Enter a name for the organisation, a business number (if required) and the website address (if required) before saving it.

Selecting an Organisation that already exists

If the organisation already exists to assign the contact to, select it from the pick list.

View/edit the details of an Organisation

Go to the Contact List screen and find the organisation name in the list of contacts. Click on the organisation name and the ability to edit the details will become available.