How do I Edit an Organisation Profile?

Tip: Bring your Organisations to life with company logos, Contacts and Documents

Read here for For How to create an Organisation, the basics.

The following instructions will guide you through fine-tuning Organisation details.

For fine-tuning the Organisation details, use the Search function to find the Organisation you want to edit.

Select the Organisation, and the profile page for the company will appear.

Click on the Edit button and open the Edit organisation pop up.

There are three tabs for editing the Organisation.

1. DETAILS

Here all contact and tagging details can be recorded. Once information is entered click the + button next to each line to save.

2. SOCIAL

Relevant social media information can be stored in the Social tab for quick links to Organisation online profiles.

3. PARENT ORGANISATION

The Parent organisation tab enables organisations to be linked, for example where there may be multiple subsidiaries under one parent organisation.