The Organisations tab in the Organisation Summary shows any other organisations that are linked to the current organisation. For each organisation, the following details are shown:

• Name – Selecting this will take you to the corresponding Organisation Summary page.

• Relationship

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Filtering the Organisation List

The options to filter by Name and Number of Records shown are available above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the Organisation List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Linking a New Organisation

Selecting Add Organisation in the organisations tab will open a window where you can link a new organisation to the current organisation. In this window, you can choose the Relationship Type and which Organisation you want to link. A Search bar is available in the organisation drop-down menu.

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Organisation Actions

The following actions are available from the organisations tab:

• Summary – Selecting ... > Summary by an organisation in the list will open the corresponding Organisation Summary.

• Edit – Selecting ... > Edit by an organisation in the list will open a window where you can Edit the Organisation.

• Delete – Selecting ... > Delete by an organisation in the list will remove the link to the current organisation.