Organisations
Overview
Organisations consist of individuals or groups of individuals working together. Access and edit your Organisations from the Organisations page. We can add Organisations directly from the Organisations menu or page, easily access information when needed and reach people in the ways you communicate with them most.
Organisations will have the following additional functions:
- Info
- Notes
- Safe Storage
- Metadata
- Documents
- Contacts / Clients
- Relationships
- Emails
Permissions
As a user with Organisation permissions, you will be able to Create, View, Edit and Delete Organisation Data from the Portal.
To access Organisations, you need to have the following permissions.
- Organisation.View
- Organisation.Create
- Organisation.Edit
- Organisation.Delete
Search an Organisation
We can search for an Organisation using the search tab in the Organisation section. To do so you need to type in a key filter or select the filter using the filter button on the right-hand side and the list of Organisations will appear based on the filter.
Type of data you can search by:
- Organisation name
Add a New Organisation
To add a new Organisation, search for organisation under CRM section of the left-hand-side menu. Click on the + sign to add a new Organisation.
We can also add new Organisation form the Organisations page. Click on the Add Organisation button on top right corner to add new Organisation.
Organisations can also be added from the quick-link in the icon menu at the top of all pages. Simply click the + icon and select Organisation
This will open a box, where you can enter all the required details.
- Name
- Estimated revenue
- Estimated number of employees
- Industry category
- Industry sub category
- Address
- Postal address
Fill in all the details and click on confirm to create your Organisation.
Edit an Organisation
To edit an Organisation, click on the Organisation you wish to edit from the Organisations list. You are always able to make changes in the fields you wish to change.
After changing the data in the field click on the green tick symbol to save the changes or click on the red cross to discard the changes.
Delete an Organisation
General users cannot delete an Organisation.
Info
We can view the organisation's information in this section, including:
- Name
- Website
- Main line
- Estimated revenue
- Estimated number of employees
- Business lifecycle
- Number of locations
- Industry category
- Industry sub category
- Organisation type
- Establishment date
- Established by
- ABN
- ACN
We can also view address, and postal address of the organisation, as well as Internal qualifiers such as Status and whether or not Emails are shown.
Contacts/ Clients
The Contacts / Clients page is a simple table view that displays a list of Contacts and Clients the Organisation is associated with.
When a Client is created an Organisation can be associated with them, as well as either a Primary contact or a Primary and Secondary contact.
The table groups these relationships by Contacts and Client and displays them in a table view.
For your convenience each row is clickable, taking you to the relevant Contact or Client.
Relationships
The Relationships page displays a relationship between Organisations. If the table is empty then the Organisation is not associated with another Organisation.
Clicking the related organisation will take you to that Organisation's page in Portal.
Add a Relationship
To create a new Relationship click on + Relationship button. This will open a box where you can search for the Organisation (this will be the parent) and you can select the type of Relationship the Organisation holds.
We have 3 types of Organisation Relationships:
- Owner
- Trustee
- Appointer
When you click the Confirm button a Parent/Child relationship is created between the two organisations.
Please be aware when you create a Relationship you are ALWAYS selecting a Parent Organisation.
Edit a Relationship
Feature not developed yet. Please request a change via the report a bug form.
Delete a Relationship
Feature not developed yet. Please request a change via the report a bug form.