Managing organisations

Organisations are the schools, nurseries, companies and other bodies your practice works with. The page is a directory of cards showing each organisation’s client and contact counts.

Note

Schools live here too — a school is simply an organisation type. The old Schools page now redirects into Organisations, filtered to schools.

Finding organisations

Search by name, city or postcode; filter by type (with counts); and sort by name, type, most clients or most contacts.

Adding an organisation

Choose New organisation and pick how to add it:

• School search — find a UK school from the reference database (by name, and identifiers like its URN), so its details are filled in for you.
• Company lookup — look a company up (Companies House style) to pre-fill its registered name, number and address.
• Manual entry — type the details in yourself.

Once added, open an organisation to manage its contacts, billing, linked clients and contracts — see The organisation record.