How do I use Organisations?

An Organisation within MemNet is an Entity that allows  the organisation of people together (from across different Memberships) that have an association of some kind with a third party entity of some kind. A popular use of this is to record a person’s employer but it can be used to also record a person’s link to another Club or even an ownership of something such as a car, aircraft etc.

A person can be linked to one or many Organisations and that link is categorised with an Organisation Relationship Type (e.g. Employee, Member, Owner etc.). How an Organisation differs from say an Attribute is that an Organisation can also have its own details, including custom fields.

From within the Organisation screen you will be able to edit the organisation details including addresses and phone numbers. In addition you will be able to view custom fields.

To launch the Organisation functionality, click on the Organisations tab on the menu.

This will display the Organisation List screen which allows you to Search for an existing Organisation or create a New Organisation.