How to create and link an organisation
Select the ‘Organisations’ tab on the let handside and then ‘Add new Organisation’This feature enablesyou to link contacts...
Fill in the informationproviding as muchinformation as possibleYou can also choose if youwant other users to be ableto see...
You can then link contacts tothe organisation as well as;• Tasks• Documents• EventsHow to create and link an organisation
To link a contact, select the ‘Contacts’ tab and fill in the contacts detailsor go to the contact and select the organisat...
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Creating an organisation

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Creating an organisation

  1. 1. How to create and link an organisation
  2. 2. Select the ‘Organisations’ tab on the let handside and then ‘Add new Organisation’This feature enablesyou to link contacts tocertain companiesHow to create and link an organisation
  3. 3. Fill in the informationproviding as muchinformation as possibleYou can also choose if youwant other users to be ableto see this organisationHow to create and link an organisation
  4. 4. You can then link contacts tothe organisation as well as;• Tasks• Documents• EventsHow to create and link an organisation
  5. 5. To link a contact, select the ‘Contacts’ tab and fill in the contacts detailsor go to the contact and select the organisation you want to link them toHow to create and link an organisation
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