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5. Organisations & Sites

Updated: Dec 7, 2023

Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the company or business, while Sites refer to locations of that organisation. Therefore, a site is always linked to an Organisation.


Creating Sites & Organisations


  • To add a new Organisation, go to the Resources Module, All Projects and select the Create Organisations button.

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 that requires information 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, you can add additional sites by selecting the Add button under Sites.

  • 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 associated sites) as an external organisation (e.g. a client).

  • To add existing contact resources to a site, simply drill into the specific site, and select the Link Resource button.

  • It is possible to add multiple contact resources at one time; simply search and select the relevant resources displayed in the search. If you wish to see all resources type a space in the search field.



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