Displaying & Adding Organisations

Displaying & Adding Organisations


Always search the database before adding new records to avoid duplications.

Clicking on Start > Organisations displays the Organisations Landing Page.

By default, the Organisations Landing Page gives you a choice of views, including:

You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views.  For more information on customising views click here.

Adding Organisations

You can add new Organisation records individually or import them in bulk.   Workbooks can import data from CSV (comma separated value) format files, which is a very common file format when transferring data.  

To create an individual Organisation record, either:

Either option will bring up the new Organisation data form for completion.

Complete the form and when you’ve finished click Save & Close.  This record now forms part of your database and will appear in the My Organisations and/or All Organisations view (depending on whether or not you have chosen to Watch the record).