When creating an Organisation, it is essential that at least one site is created. Once an organisation and site have been created it is possible to create numerous sites within an organisation. Organisations and sites are usually created from within the Resources module, though they can also be created while a new resource contact is being created.
As is the case when creating new contact resources, you will be presented with several detail fields that can be populated with Organisation specific information. The only mandatory field at this stage is the Organisation name, and the primary site details. Obviously, the more details you have entered here, the more useful your resource information will be, particularly when performing tasks such as generating documents, or invoices, etc.
Once you have created an Organisation and Primary Site details, press save . Or you can save and drill and add additional sites by pressing the yellow Add Sites button.
The Organisation should be marked as Internal if this is your organisation, and resources assigned to your organisation are internal employees. Leaving the Internal box un-ticked will treat the organisation, and all associated sites and resources as being external (e.g. a supplier or a client).
To link existing contact resources to a site, simply drill into the specific site, and press the Link Resources button.
As seen above, the user also has the ability to create a new resource in this screen by pressing the Create Resource button.
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