To add a new organisation record, first go to the organisation list and select Create.
In the window that opens, you can enter a Name for the organisation.
After this, the following options are available:
Save – This will save the organisation and take you to a window where you can add further details. This window is explained below.
Save and View Summary – This will save the organisation and take you to the Organisation Summary page.
Save and Close – This will save the organisation and return you to the Organisation List.
Cancel – This will discard the organisation without saving.
If you have selected Save, you can enter further organisation details in the Edit Organisation window. Once you have added the necessary details, select Save to return to the Organisation Summary.
For more information, take a look at the full help page for Creating a New Organisation.
Keywords: Organisation, New Company, New Business, New Client, New Employer