Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Any Users

You can store the phone and address details for the professional firms. This guide will go through adding and subsequently editing organisations on Osprey

Adding an organisation

To add a new organisation, open Case Management > Contacts & Organisations > Organisation Manager > Add Organisation.

Fill as many details as possible, the Organisation ID should be unique and be a short description (no spaces) of the Organisation Name.

The ID cannot be changed once created.

Click Save when finished.

Amending an organisation

To edit an organisation, navigate to Case Management > Contacts & Organisations > Organisation Manager.

This will open a table of all the exisiting Organisations. Click the Pencil edit icon to amend them.

You may make any changes you need and click Save, or delete the Organisation if it is no longer required.

In this article Related Guides