Managing institutional records — foundations, partners, local authorities, and other bodies.
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.
Viewing organisations
From the sidebar, click Relationships then select the Organisations tab.
Creating an organisation
Click Add organisation and fill in the fields:
| Field | Notes |
|---|---|
| Name | Required |
| Organisation type | |
| Charity number | UK Charity Commission registration number if applicable |
| Website | |
| Phone | |
| Address |
The organisation profile
Connected contacts
Shows all contacts linked to this organisation. See Linking records for how to add connections.