Adding a new organization

You can add an organization for a general contractor, subcontractor, capital provider, tenant, owner, developer, and vendor.

Note: Ensure that full access is provided to the Contact Management permissions.

To add a new organization, perform the following steps.

At the top-left of the page, click Contacts.

On the Contacts page, in the Organizations tab, click + New Organization.

In the New Organization dialog box, enter the following details.

Field	Description
Organization Name	The name of the organization. This field is mandatory.
Address	The address of the organization. This field is mandatory. Note: • To add an address, click + New Address. • You can add multiple addresses and set one of them as a primary address. • By default, the latest added or edited address sets to primary. • To edit an address, click three-dots and select Edit. • To delete an address, click three-dots and select Delete.
Phone Number	Phone number of the organization. Note: • To add a phone number, click + New Phone Number. • You can add multiple phone numbers for mobile, office, and other. • To remove a phone number, click Remove .
Email Address	The organization email address.
Organization Type	The organization type such as Subcontractor, General, Vendor, and so on.
Organization Category	The organization category such as Commercial Land Developer, Custom Homebuilder, Heavy Civil, and so on.
Organization Relationships	The relationship tags to identify related organizations such as a holding company or operating entity for several single purpose entities. Note: To add a new organization relationship, click Add New.
Tax ID	The tax ID of the organization.
Related Individuals	The individuals related to the organization. Note: To add a new individual, click + New Individual. For more information, see Adding a new individual.
Notes	Additional notes, if any.

Click + New Organization.

A message is displayed indicating that the organization is created successfully.