Create New Organisation

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Create New Organisation

The Create New Organisation Sidebar can be accessed from a number of locations:

  1. From the Create button:
    1. Click on Create Icon on the navigation bar.
    2. Click on Organisation.
    3. The Create New Organisation sidebar is displayed.
  1. From the Organisations page:
    1. Click on Add.
    2. The Create New Organisation sidebar is displayed.
  1. From Quick Search:
    1. Click into the Search… field on the Navigation Bar.
    2. Enter the name of the Organisation you are searching for.
    3. If the organisation cannot be found an option to add a new organisation is displayed.
    4. Click on + Add “organisation name” as an Organisation.
    5. The Create New Organisation sidebar is displayed.

Create New Organisation Sidebar

  1. Complete the form.
  2. Click on Create.
  3. The new organisation is created.

See our User Guides for interactive steps on creating a new organisation.

Form Fields

Basic Details

  • Name (required): The name of the organisation.
  • Tags: Adding tags to the organisation will help when searching for information or creating reports at a later date.

Additional Information

  • Type: The type of organisation. Multiple types can be added.
  • Status: The status of the organisation.
  • Description: The description of the organisation.
  • Interest Level: The interest level of the organisation.
  • Influence Level: The influence level of the organisation.
  • Engagement Start Date: The date engagement with the organisation is to start.
  • Engagement End Date: The date engagement with the organisation is to end.

Strategic Aims

  • Strategic Aim: The strategic aim of the organisation section by clicking on the heading.
  • Importance: The importance of the strategic aim.

Contacts

  • Name: Name of the contact linked with the organisation.
  • Job Title: The contact’s job title.
  • Department: The department the contact is in.
  • Start Date: The date the contact started at the organisation.
  • End Date: The date the contact left the organisation.

Contact Details

  • Addresses: Main addresses for the organisation.
    • Google Address: Begin to type in the address. Google will list matching addresses below the address field. Select the required address and it will be added to the address field.*
    • Manual input: Type the entire address into the address field.
  • Phone Numbers: Main phone numbers for the organisation.
  • Email Addresses: Additional email addresses for the organisation.
  • Social Profiles: Main social profile URLs for the organisation.
  • Websites: Main website URLs for the organisation.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.