In this Post
- Create Organisation
- Edit Organisation
To access your contacts in Selma, navigate to: Students -> Organisations
Create an Organisation:
- Click on the green cross next to ‘Organisation Index’ on the left of your screen:
- Complete the New Organisation form details and click on ‘Create’ once the details have been added – Organisation Type can be edited via Lookup Data – please refer to this article
- Organisation has been created with three index cards – Organisation, Contacts and Students. All cards can be edited dependent on your system permissions.
- To add/edit Organisation details, click on the grey pencil at the top of the Organisation card –
- To link a Contact to your Organisation, click on ‘Link’ at the top right of the Organisation card –
- Select relevant Contact and click save –
- If you want to ‘unlink’ the Contact, click on the red, Unlink icon –
