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  3. How do I add an Organisation type client?

How do I add an Organisation type client?

You can learn more about Organisation clients here. To add an organisation client, click on ‘Funerals’ in the left hand main menu of CRM. Under ‘Organisation’ click the ‘+’ icon to add a new client.

A modal will pop up, fill in the basic details such as name, client number and select a category from the dropdown picker. Click Create.

You are now able to enter more in depth details including an address and contact details. A logo can also be added by clicking the plus to the left of the title. Select additional tags if required.

After saving the new organisation client is now visible in the client list. Access this list under ‘Funerals’ in the left hand main menu of CRM. And then click ‘Organisation’ 

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