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People and contacts

Maintain external organisations and contacts

P021 min readUpdated 28 October 2026
  1. Open External organisations and create or edit the name, trading name, category, NZBN, contact details, website, address and description.
  2. Open External contacts, or the organisation's Contacts section, and add the person with their position, contact details and preferred contact method.
  3. Link the correct organisation, or leave it blank for an independent contact.
  4. Save and verify the relationship from both records where visible.

Complete when: Staff can identify who to contact and why. A directory entry does not create an external user's application access. Do not assume free-text funder/counterparty details on existing agreements automatically synchronise with this directory.