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Setting up Organisations - Linking People to an Organisation

For general information on setting up organisations, please read Article #1160.

If you are setting up an organisation, then you have the ability to link people to that organisation.

  • To edit an existing person, double click on their name. In the person’s name you will notice a symbol », this indicates that you can double click on that field to edit the person’s details.

  • To add a new person, use the QUICK ADD NEW PERSON button.

Note: If you are using The Cadzow Time Manager, then you can track conversations (and letters, appointments etc) against an organisation and a chosen person.

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