Who is this guide for?
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.
Adding & Amending Contacts
Use the below guide for further details on adding and amending Contacts.