Feb 28, 2025
Organizations (or offices, etc. if you have changed system terminology) can easily be added by clicking the Quick Add in the header bar.
- Click the Quick Actions Button in the header bar.
Quick Add in Header -
- Fill in the Contact Information
- Name
- Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details, such as the type of phone number. If you wish to add additional phone numbers, emails or websites, click the + button. NOTE: If you are entering a website, and the web address begins with a number, include www.. If this is not included, the website address is interpreted as a phone number.
- Address Information (optional) You may add multiple addresses by clicking the
button
- Individuals (optional) - you may add individuals to associate to this organization. To add additional individuals, click the + button.
- Click Done
NOTE: When contact information is entered, the first information entered will be marked as default/primary.