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Adding an Organisation

Create a record for a group or company stakeholder

Please note: This article reflects changes being introduced to Tractivity as part of the software's major modernisation update. This update is being rolled out to users from December 2025 onwards.

Group stakeholders, such as business, charities, councils and government departments, are known as Organisations on Tractivity. This article will show you how to add a new Organisation record to your Tractivity system.

Please note: The fields in the 'Add Organisation' form have been configured by your organisation and may look different to the form used in the video below. If you would like to use any additional fields, or add any options to existing drop-down fields, please reach out to your superuser.

 

To add an Organisation, select the Organisations & Contacts module from the top navigation bar. On the next page, click Add Contact from the left-hand menu.

You will then need to complete the Add Organisation form. Anything marked with an asterisk (*) is compulsary. This form includes the following sections:

  • Main Details – This is the primary information for your Organisation such as their name and address. You can also assign Account Handlers and Groups here.
  • Contact Details – This section includes email addresses and telephone numbers for the Organisation.
    • Contact Permitted - Contact Permitted is auto-selected and refers to communication on a one-to-one basis with your organisation. Contact Permitted is not GDPR related, however as projects progress, some stakeholder relationships become fragmented, and your stakeholder may indicate they no longer wish your organisation to contact them; if so, you can unselect this box. After doing this, you physically won't be able to contact the stakeholder through Tractivity.
  • Categorisations – This section allows you to tag information against Organisations such as their region, interests, and stakeholder categories.
  • Subscription Preferences - record the Organisation's marketing preferences. Only Organisations who have Subscribed will receive mass communications, such as Mailshots.
  • Additional Details - This includes a Notes field for marking down anything else relevant to know about this Organisation.
  • Projects – If you have access to more than one Project database, you can choose to add this Organisation to any database they are relevant to. If you only have access to one Project, this section will not show.

Once you have completed all of these sections, click Save at the bottom of the form. Your new Organisation record will now be created!