The Organisation Research is build with a set of databases that even though they are separated are linked together in the system.
There are 3 major parts in the program and 5 minor:
Organisation Management, with contact, staff and notes
Project Management, with project questions
Research Management, with contact answers
On this page we will look at the organisation management. Please follow the link at the button for information about the other two.The organisation management could be called the head of the program, because it is where you normally starts.
This is where you store all information about the organisation.
You can add all the normal information's that you probably will be using when dealing with the organisation. You can also insert there logo - for many people it is easier to remember a logo then a name.
The page hold the information for easy access to further information about the contact, latest notes made on a contact, which research projects they are participating in and whom.
You go from on card to another by clicking a name on the list to your right.
You will find different small icons that means different things.
If you see a small blue arrow in front or behind a text is is a link for further information.
The small link before the contact name is a link to the contact management and the small arrow after the Research name is a link to the research management.
The Web E after the Internet address opens the browser on the address inserted in the field and the small envelope efter the e-mail address is for open a new mail in the defaulte mail program with the address already inserted.
In the top of the page you will find a link to "Export to Word" - click this and all you need to do is selecting the contact and then you have the information inserted in Word.
Also in the top you can click the Search link - this is the one part that is not so important, but for one who do not use the system on a regular basis this maybe is easier. Just click the button and you can make a search on any or all of the fields to look up an organisation.
If you use the program often you should remember this little hit: On any page (except the list pages) click on CTRL+S and the page change to a search page. Fill out the forms you would like to search for and click Enter - you have done the search. There is even more help on search on both the search page and in the Help file.
In the middel of the screen you will find the list of all contacts added for the selected organisation. The list is only a fast short list of normally the most important informations. Click the name (or the small blue arrow in front) and the Contact management opens on the selected contact.
You can at any time go to the list. Click any name and go directly to that organisation card. If you are looking for someone that you can not remember you can sort the list in all the columns as you need.