Requesting a new organisation

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Requesting a new organisation

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Standard Users are not able to create new organisations directly in Sugar, but they can ask for new organisations to be created.

 

New organisations requests are submitted in two ways:

 

Through the New Organisation Needed field in the process of creating a new contact;

 

Through the request update panel when editing an existing contact.

 

Alternatively, email the CRM team at marketing@harneys.com.