Individuals and Organisations, also referred to as Stakeholders, are one of the pillars of Borealis. They are a base around which you can build your data and track elements such as communications, agreements, organisations, individuals, and many other things.
Create an Organisation Record
- Navigate to Organisations in Stakeholder engagement.
- Click the + Create button in the upper left corner of the Organisations list page.
- In the Create an organisation window, enter the organisation information. You need to at least specify information for the mandatory fields but the rest can be filled in later. Keep in mind that the more information you specify, the more accurate your information will be in the system and your data keeping will remain easier.
- Click the Save and view button.
You can use the Alt key of your keyboard to change the button to Save and if you want to create more individuals, you can flag Create another in the lower right corner of the window.
Edit an Organisation Record
Information on organisations has to be updated periodically to remain accurate and relevant.
Whether you need to update or add new information to an organisation's record, every section in the record has an Edit button that allows you to modify and update the information you need.