thankQ Help

1.Click Create on the tool bar of the Contact Home Page

2.Select Organisation from the Type drop down list

3.Tab or click to another field and the Title, First Name and Other Names will be removed for an Organisation name to be entered.

Once a name has been entered thankQ will display any possible duplicates on the right.

4.Scroll down the form and enter as much information as is known eg Address and contact details etc

5.Select Schools as the Primary Category

6.Click Save at the bottom of the form to create the record