Welcome to the Organisations section of the Business Portal! This is your go-to spot for managing all those essential business-level contacts and stakeholders that keep the wheels turning. Whether it's Plan Managers, Allied Health Providers, or Accountants, this feature has got you covered.
Navigating the Organisations Page
When you first land on the Organisations page, you'll be greeted with a neatly organised table. Let's break down what you'll see from left to right:
Contact Person Column
This is where you'll find the name of the contact person for each organisation. Click on a name, and hey presto! A modal will pop up with the full contact information. No more digging through emails or sticky notes to find that elusive phone number.
Organisation Name Column
Next up, you'll see the name of the organisation itself. This helps you quickly identify which company or service provider you're dealing with. It's all about making life easier, right?
Email Address Column
Need to shoot off a quick email? The email address of the contact person is right there at your fingertips. Just click, copy, and paste into your email client. Simple as that.
Type Column
Finally, the Type column shows you the role or category of the contact—whether they're a Plan Manager, Accountant, or any other type of stakeholder. This helps you keep track of who does what, making your workflow smoother and more efficient.
Why This Matters
Having all your organisational contacts in one place means less time spent searching and more time doing what you do best - supporting your participants. Plus, with everything laid out so clearly, you can quickly find the right person for any task or query.
So go ahead, explore the Organisations page and see how it can streamline your day-to-day operations. You'll wonder how you ever managed without it!
Keep up the great work!