Create a new organization
Note: Kompass form field labels can be customised for different Kompass instances. It is likely that some fields will be named differently in your version of Kompass.
This guide will demonstrate how to create a new Organization.
Steps
Go to "Organizations" and click "Create":
Complete the form, then Save once complete:
Fields
| a/a | Field | Description |
| 1 | Name [required] | Name of the organization |
| Type (if enabled) | The organization type. This is only enabled if your company differentiates between different types of organizations. | |
| 2 | Category [required] | Category the organization belongs to. Available categories depend on your Kompass configuration. |
| Account Manager | If a specific employee is the account manager for this organization, then you can assign it to them here. This is a list of all employees in the organization | |
| Phone | The main office phone number | |
| The main email address | ||
| Website | Organization's website | |
| Parent Company | Relates this company with another one. | |
| 3 | Address - First Line [required] | The first line of the organization's address. |
| Address - Second Line | Second line of the address | |
| 4 | Address - Town/City [required] | The town or city |
| Address - County/Borough/State | The county or borough (or in some Kompass instances the state) | |
| 5 | Address - ZIP/Postcode [required] | The ZIP code (Postcode, EIRcode or Zip Code) |
| 6 | Address - Country [required, pre-filled] | The country of the organization. Pre-filled with the same country as the currently active Kompass Office. |
| Notes | Any internal notes you want to record for the organization | |
| Orgs | In case you have more than one orgs registered in your organization, you can decide on which of them the new client should be linked with. | |
| Tags | Tags that can be attached to an organization and can be used in a search. |