Tali - Create Organisations

Create Organisations in Tali

Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

Use this screen to add and update organisation details, for example your school’s suppliers.

Add a new organisation

  1. Select Administration > Manage Names.

  2. Select Create New Organisation.

  3. Enter the Organisation name and select In Use to ensure you can select the organisation on the system.

  4. Click Add Contact to add the organisation's contact details.

  5. Enter the Contact Name, Address, Post Code, Phone Number and Email Address.

  6. If required, click the plus icon to display more fields for the information you want to enter.

  7. Click Save.

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