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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Organizations and Individuals

Add an Organization or Individual

You can add organization/individual records in the Organizations & Individuals window or during any scheduling process.

  1. On the Information tab, click Organizations & Individuals.
  2. At the top, click Add Org.
  3. Enter the organization or individual's name.
  4. Enter an abbreviation of the organization/individual's name. This prints on calendars and reports to save space.
  5. In the Priority field, enter a number that indicates the organization/individual's priority if a conflict occurs when scheduling.
    Note: The highest priority is 1, and the lowest priority is 9. If a conflict occurs when scheduling, you have the option to select the one with higher priority.
  6. In the Remarks text box, enter information about the organization/individual, if necessary.
  7. At the bottom of the window, enter the contact information for this organization/individual. Click Add to enter additional contacts, or import contacts.
  8. At the top, click Save.
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Last updated: October 29, 2024

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