Adding organisations to your network

Introduction

The Network module is designed to help you manage the various external organisations in your network that you partner with - clubs, charities, churches, and businesses. Whether you're a denomination or diocesan head office managing the local churches in your region, or a charity managing your various outlets or franchised groups, the Network module includes everything you need to help maintain those all-important organisational relationships.

The module itself is essentially the core repository for all the organisations in your network and their respective member contacts. For each organisation in your network, you can manage organisation contact details, assign member contacts from the Address Book, optionally assign roles to organisation members, and maintain pertinent key dates for each organisation.

You can group similar organisations using labels and even embed organisation lists and maps in a website - ideal if you wish to make organisation contact details available to others to give a visual representation of the connected organisations in a network. The Network module comes installed with all the standard fields for an organisation that you might typically wish to manage, but you can also add custom fields for any organisation details that don't fit naturally in one of the standard fields.

Adding an organisation

From the Organisations section of the Network module, click Add organisation.

On the Add organisation pop-up, complete the relevant details. The organisation Name is a required field. The Reference is an optional internal-use identifier field - enabled in the module settings.

In addition to the Meeting Address, you can optionally specify a different Office Address - toggle the Same as Office Address option to reveal the Office Address fields.

Optionally add a Charity Number, an optional field enabled in the module settings, and for multi-site customers, select the organisation Site - organisations can be site-specific or All sites.

Select Label responses - distinguished as coloured pills when selected - and add any Custom field responses as appropriate. See the related support articles for further information on Adding custom fields for organisations and Categorising organisations using labels.

Finally, optionally add organisation Links - ideal for recording details of the organisation's website address, social media links or podcast feed URL. Clickable links are shown on the organisation View page. Click Save to complete the process and add the organisation. You'll be redirected to the organisation View page, explored in the next section.

Overview of the organisation profile page

The organisation profile page is divided into tabs - Details, Members, Key Dates and Metrics (if enabled in the module settings). The Details tab shows all the information previously added about the organisation. Labels are shown as coloured pills. Note the options to add and maintain organisation Notes. Notice the action to Edit the organisation detail with More actions to Duplicate, Archive or Delete an organisation, or to View changes made to the organisation's details over time. While deleting an organisation is permanent and deletes all associated organisation data, archived organisations can later be set as active again if necessary. Duplicating an organisation duplicates all the main details but does not duplicate the member's list or key dates. See the related support articles for further information on Adding members to organisations, Managing organisation key dates and Collecting organisation metrics.

You can optionally upload an organisation Image. Click the image avatar and select Edit. The Upload image pop-up opens enabling you to search and select an image to upload. You can also drag and drop a suitably-prepared image into the pop-up drop-zone.

Once uploaded, the image is applied immediately.

Returning to the Organisations section of the module, note the organisation Actions. 

The Search bar and Advanced Search can be used to find a particular organisation in a long list - the list filters as you type a Name or Reference in the search. You can also switch between viewing Active and Archived organisations.

You are also able to select which details are surfaced on the Organisations page:

Batch Actions enable you to bulk Edit, Archive or Delete selected organisations.