10Organisations

Organisations represent the companies and institutions your contacts belong to. They are kept as records of their own, allowing you to track the people attached to them and understand how they relate to your work.

The companies your workspace knows are shared across apps: a contact's position, a meeting and a ledger can all point at the same record.

Managing Organisations

To view your records, navigate to Organisations. You can view the complete list by opening All organisations.

If you are just getting started, you may see that there are no organisations yet. You can use Add an organisation to create one, or they will appear as your contacts and quotations name them. You can also view associated records such as Events linked to these entities.

Chapter Overview

This chapter covers how to organize company profiles and connect them to other areas of your workspace:

1. Organisations and positions: Manage company details and link individual contacts to their roles.
2. Stakeholders: the parties in your ledgers: Associate organisation records directly with your accounting and ledger entries.