Organisation Contacts

2 mins read

Organisation contacts are used to record the organisation’s records in FigsFlow.

The mandatory information required for registering organisation contacts on FigsFlow are:

Organisation’s Name
Registration Number
Email
Contact Type
Associated Contacts (Primary Contacts)
- Name
- Email Address

The optional information required for organisation contacts are:

Primary Contact Number
Alternative Contact Number
Website
Address
- Address Line 1
- Address Line 2
- Address Line 3
- Town/City
- Country
- Post Code

Accessing Organisation Contacts #

To access organisation contacts, on the contact module, select ‘Organisation Contacts’ tab on the top.

Adding Organisation Contact #

To add a contact on Organisation Contacts, click on the ‘Add Organisation’ button on the top-right.

Fill in the information manually or import the Company information from Companies House by clicking on the ‘Import from Companies House’ button. This will auto-fill the company information from the Companies House records for you. The fields with an asterisk (*) are mandatory for creating the contact.

To fill in additional information, click on ‘View more’ to access more fields

To store information about individuals associated with the company, fill in the details in Associated Contact for the primary contact – the fields with asterisk (*) are mandatory. To add secondary contacts, click on ‘Add Contact’.