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Managing organisations (correspondence database)

Configuration Scope: Environment-Specific

This setting is environment-specific and must be configured separately in each environment (dev, test, prod). Changes here will not be included in configuration exports.

Overview

Organisations are added as correspondents when creating correspondence records. When added as part of the correspondence record creation, they are stored within a SharePoint list.

Finding the list within the SharePoint site

Go to Site Contents and open the Organizations list.

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Adding a new organisation

  1. Click +Add new item.
  2. Add all of the details for that organisation in the relevant fields.

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  1. Click Save. This organisation will now be searchable within the Brief Connect system when adding correspondence records.

Editing an organisation

  1. Find the organisation you want to edit in the list and select it.
  2. Click Edit.

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  1. Edit the details as required and click Save.

Deleting an organisation

  1. Find the organisation you want to delete in the list and select it.
  2. Click Delete. This organisation will no longer be searchable in the Brief Connect system when adding correspondence records.

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