Adding a Client Organisation (Specific to T&I)

To add an organisation, click on the Add Organisation icon in the top navigation bar

Filling out the Main Details tab              

• Type in your organisation's name, and select Client for the organisation type.
• To make it compulsory for client contacts to have a Department and / or Section, tick the relevant check box in General Settings under the Settings tab.

• Then input the Address, City, Postcode and Telephone. 
• Then click Add.

Once you have added the main details of the Client organisation, you must add Available Items to the organisation's Client Catalogue. This can be found under the Settings tab.

If required, you may also need to do the following in order to complete setting up a client organisation. 

• Add Departments and Sections 
• Add Client Markup under the Settings tab.
• There is the further option to add comments to a client organisation via the 'Comment' tab on the organisations screen. This allows Key Users to record any extra information they require or to add later notes. The comment tab will only appear once the organisation has been created.