How-To Create New Organization
(Description + Video)
To add new organization into your shared organization list follow the below steps:
From main menu select “Organizations”
An the right corner of the screen choose the symbol
The follow screen will appear
Fill in the blanks in the Add New Organization form
Note: Only the Organization Name field is obligatory.
To add an address choose the symbol and then select the type of address that you want to enter.
For example, select the: Billing Address
Type the address details.
Repeat the previous step to add the organization details you want (Other addresses, Organization Type, Profession, etc.).
To create the organization choose the at the right corner of the screen