Overview
Element451’s Organizations module allows you to efficiently create, manage, and import organizational data. Easily add new organizations manually or through CSV imports, update details, and manage members. Utilize intuitive tools for viewing, editing, and deleting organizations to keep your database accurate and up-to-date.
Creating Organizations
Option 1: Manually
Option 1: Manually
Navigate to Contacts > Organizations.
Click the + New Organization button in the right corner of the header.
Complete the required fields to add a new organization:
Information
Name
Type
Domain
Website
Labels
Assignee
Contact
Phone Number
Location
Territory
Click Save in the top right corner.
Once the Organization has been created, you can open it to:
Add identities
Add members
Designate a primary contact
Option 2: Import
Option 2: Import
Navigate to Contacts > Organizations.
Click on the three vertical dots
in the right corner of the header.
Select Import Organizations.
Download the .CSV template and add your data.
Select Mode: Choose what happens with the data from the template when re-imported. 🚨 Important: Ensure each organization has an identity value (CEEB Code, Custom ID, or SIS ID) to determine if it is new or existing. If an identity value is not provided, E451 will treat it as a new organization, potentially causing duplicates or being ignored, depending on the selected mode.
Insert New: Creates new organizations and ignores existing ones.
Update Existing: Updates existing organizations and ignores new ones.
Insert New or Update Existing: Creates new organizations and updates existing ones.
Click Add File and select the template to re-import.
Click Import in the top right corner. An import status will provide the breakdown of the results.
Viewing + Editing Organizations
To view an organization, click the three vertical dots
at the end of the organization's row. Then, select Open. When viewing an organization, you can also update any of the fields just as you would in other modules in E451.
To edit an organization, click the three vertical dots at the end of the organization's row. Then, select either Open or Edit.
✨ Pro Tip: You can use the Import feature to update your organizations in bulk. To do so, follow the same process outlined above in Creating Organizations.
Deleting Organizations
To delete an organization, click the three vertical dots at the end of the organization's row. Then, select Delete.
Adding + Removing Organization Members
To add members to an organization, open the organization and click the plus sign icon in the header.
To remove members or view their profile, click the three vertical dots at the end of the member's row.
Designating a Primary Contact
A Primary Contact is the external point person at an organization — for example, the lead counselor at a feeder high school or the main coordinator at a community-based organization. This is different from the Assignee, which is the internal staff user responsible for managing the relationship from your side.
Each organization can have one primary contact, and that contact must already be a member of the organization. Once set, the primary contact is surfaced in the organization's sidebar and in the org header so staff can identify the right person at a glance. The current primary contact is also visually marked in the Members table.
To set or change the primary contact:
From the Primary Contact card in the organization's sidebar, click into the field and select one of the org's members.
Or, from the Members table, click the three vertical dots at the end of a member's row and select Set as Primary Contact.
To clear the primary contact:
From the Primary Contact card in the sidebar, clear the selected contact.
Or, from the row menu on the current primary contact in the Members table, select Remove as Primary Contact.
📌 Note: If the primary contact is removed from the organization's membership entirely, the Primary Contact field is automatically cleared — the primary contact must always be a current member of the organization.
Adding + Managing Notes
Notes capture institution-level context, such as visit recaps, recruiting interactions, and reminders, directly on an organization's profile.
To add a note:
Open the organization and navigate to the Notes section.
Click + New Note, enter your content, and save.
To edit a note:
Click the three vertical dots at the end of the note's row, then select Edit.
To delete a note:
Click the three vertical dots at the end of the note's row, then select Delete.