Organizations are companies or private individuals that you do business with. Create an organization to store contact information and start creating opportunities and invoices with them.
There are a few ways you can create organizations:
- When you're creating an opportunity.
- En masse using our CSV spreadsheet import tool.
- In People & Organizations.
We'll run through creating organizations through People & Organizations in this guide.
Head to People & Organizations and hit the green add organization button at the top-right.
The only required field. The organization's name.
Tags are a bit like smart folders or categories; they help you find and filter information. Tag your organization if you wish. Hit enter to lock a tag in.
Browse for an image from your local device by clicking choose file.
Beneath the tags box, there's buttons to add in telephone numbers, email addresses, web links, and addresses.
There’s no limit to the number of these fields that you can have, so add as many as you need.
If you're planning to use Discussions, keep in mind that an organization must have a valid work email address listed here in order to be added as a participant to a discussion.
To remove something, click the red delete button to the right of it.
Any notes about this customer? Enter some descriptive text here that will be shown at the top of an organization page.
If you give organizations account numbers, enter this here. You might also use this to store a tax number.
Choose one to five stars to tell your system how important this organization is to your business.
The owner is usually the user account who created the organization. Change this here.
How do you charge this organization tax? Set up organization tax classes in System Setup.
You'll probably want to leave this as YES. Setting an organization as inactive is a good way of keeping your Current RMS system clutter-free when you no longer do business with someone.
Set to YES if this customer pays in cash. When creating invoices with this organization, payment terms will be set to zero days.
Does this customer have a lot of outstanding invoices? Set this to YES and Current will stop you from adding this customer to new opportunities.
Price categories let you set up multiple price lists in your Current system. Choose which price category applies to a customer here.
Discount categories let you automatically discount products and services on opportunities with this organization. Choose which discount category applies here.
Link to contact in your accounts solution
Contact already in Xero or QuickBooks Online?
Type a name in here to search all of the contacts in your accounting solution and create a link between the contact there and the organization in Current RMS.
⚠️️ If you have the “update a linked contact when editing an organization” option turned on in your accounting integration settings and you link a contact here, any information in your accounting solution will be replaced with information from this page in Current RMS.
You can configure your accounting integration so that when you add a new organization in Current RMS, it creates a linked contact in your accounting solution.
If this option is turned on, leave this field blank and Current will create a new contact there for you.
Link to contact in Current RMS
Contact already created in Current RMS?
To link this organization to another contact, click the green add an existing contact button and start typing an existing name in the box. Current will auto-suggest for you and create a link.
If you’d like to link this organization to a new contact, do this on the next screen by clicking the add new linked contact link.
When you add a new linked contact via this method, Current will copy over all of the details to a create screen so you don’t need to re-enter any data.
Press the blue Create Organization button at the bottom of the page to finish adding your organization.
Should I create an organization, contact, or venue?
Generally speaking, an organization is someone that you're going to bill. Have a look at our guide that runs through the differences: What's the difference between a contact, organization, and venue?
Where do I store payment terms, customer type, or tax number, or other information?
If you need to store additional information, custom fields can help. Custom fields let you add your own text boxes, tick boxes, date pickers, drop-down boxes, and other fields to your organization screen.
To create, head over to: Add tax number, payment terms, customer type, or other custom fields