An organisation is any institutional record — a grant-making foundation, a corporate partner, another charity, a local authority, or any body that is not an individual person.

View organisations

  1. Click Relationships in the sidebar.
  2. Select the Organisations tab.

Create an organisation

  1. Click Add organisation.
  2. Fill in at minimum Name (required). Other fields — type, charity number, website, phone, address — are optional.
  3. Click Save.

For the full list of fields, see Organisation fields.

Edit or delete an organisation

See connected contacts

The organisation profile lists every contact linked to this organisation. To add a connection, see Link records together.