Reach Organisations

Reach Organisations can be external clients, suppliers. media organisations, publications, partnership organisations or any stakeholder organisations as appropriate.  

You can view and manage all your Reach Organisations by navigating to Contacts > Organisations. 

Add a new Organisation:

New organisations can either be added by:

• Clicking on the turquoise +Organisation button at the top of your screen

or

• Clicking on the green +Organisation button in the Organisations screen

Panacea Core users and organisations can be made available on Reach, so they're automatically listed in your Organisations screen. These can be linked to enquiries, added to groups and have notes and documents associated to them. Please contact our support team at [email protected] to enable this.

• If this is enabled, you will be unable to delete or edit core organisations on Reach. Any changes to the organisation must be made on Core.

Filtering:

• Use the search function to find a particular organisation
• Click on a column to sort the list of organisations alphabetically by Organisation name, Email, Phone, City or Country 
• Filter the quantity of organisations you would like displayed on your screen at a time at the bottom of the screen, and also to see how many organisations there are overall (entries)
• Use the Columns drop-down to change the columns that are displayed on the screen
• Use the Excel or PDF button to pull off a report containing all organisations displayed on your current screen and the filtering & columns you've applied

Viewing an Organisation:

When you click on an organisations name, you can view all their details and information connected to this organisation on Reach. 

You can:

• View all Enquiries linked to contacts belonging to this organisation
• View all Contacts belonging to this organisation
• View and add any Notes against this organisation
• View and upload Documents against this organisation
• View any Groups the organisation has been added to

Delete & Edit Organisations

• Click the Delete button against an organisation to delete it
• Click the Edit button against an organisation to edit its details
  • You can also edit an organisation when viewing their information