Contact Organisations

Contact Organisations can be any organisation which provide financial benefit to Persons' using your organisation such as support or referral agencies. Any financial support they offer can be tracked against a Person and their Credit Account.

Select Contact Organisation from the menu on the left hand side of the screen. This will allow you to view the Contact Organisations data held in your organisation. There are fields available to filter your search and thus limit the data returned in the table. 

Create Contact Organisation

As well as gathering information pertaining to the Contact Organisation, if the primary contact is already known they can be selected using the SELECT button, which will show a list of Persons currently held in your database. Search criteria can be used on the popup to find the primary contact persons details. Or a new primary contact person can be created using the CREATE button.

A list of Tags to be associated with this Contact Organisation can be selected from the list or created using the 'Create a New Tag' button, which opens a new tab/window for you to create a tag. See Create a Tag page. Once created, upon closing the tab/window, the new tag will be available in the Tag List box to select and associate with this Contact Organisation.

The Contact Organisation can have more than one Tag and are added using the PLUS buttons. 

The SELECT button takes you to the following screen, from which you are able to narrow the Person search by using the search criteria.

Edit and Archive a Contact Organisation

On viewing the Contact Organisation from the table, the Contact Organisation details can be edited or archived.

The action of archiving a Contact Organisation  will be confirmed before being committed to the database. Any archived Contact Organisation will not be visible in the list tables.