Creating an Organisation
Managing Organisations
This powerful and intuitive module is designed to streamline and simplify the management of organisation stakeholders ensuring a seamless experience for administrators .With features tailored to facilitate effective communication, invoice generation, and comprehensive data management, you'll find all the tools you need to optimize your organisation stakeholder management processes. In this section, we will guide you through the ins and outs of using the Organization Module, enabling you to harness its full potential and provide exceptional organisational and membership management services.
This powerful and intuitive module is designed to streamline and simplify the management of organisation stakeholders ensuring a seamless experience for administrators .
With features tailored to facilitate effective communication, invoice generation, and comprehensive data management, you'll find all the tools you need to optimize your organisation stakeholder management processes. In this section, we will guide you through the ins and outs of using the Organization Module, enabling you to harness its full potential and provide exceptional organisational and membership management services.How to Create an Organization
If you've created a contact before in Memberbase then this will be relatively similar.
i. Firstly, go to the Organisations tab from the left hand column to get started.
ii. Next click on "Create Organisation"
iii. Fill in the form that is displayed with the organisations details and click "Create Organisation". This will add the organisation to the list of Organisation records within the system.
iv. Once done, you can click the "View" icon to view your new organisation:
You can also create an organisation by using the "Quick Organisation" button.
The quick create option allows you capture basic information about the organisation quickly.
Click on the save button when done.