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Create an organization contact

This guide shows you how to add an organization as a contact in MapleGather. Use it for a company, chapter, or chamber. An organization is kept separate from the people in your database.

Who can do this: Admins who can add members. If the Add member menu doesn’t offer Add an organization, contact your org owner.

Before you start

Section titled “Before you start”
  • Have the organization’s name ready. It’s the only required field.
  • If you have the main contact email and the billing (accounts-payable) email, keep them handy. You can add either one now or later.

Steps

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  1. In the left sidebar, select Members.
  2. Select Add member.
  3. Select Add an organization.
  4. Enter the Organization name. This is the only required field.
  5. Fill in any of these organization details you have: Tax ID, Website, and a Parent organization (choose one if this org is a chapter or branch of a larger organization).
  6. Under Primary contact, enter the Primary contact email. This is the main address for marketing and lifecycle email. You can also add a contact person’s Primary contact first name and Primary contact last name.
  7. Under Billing, enter the Billing email — the accounts-payable address where invoices should go. Add the Billing street, Billing city, Billing state, Billing ZIP, and Billing country if you have them.
  8. Select Save to create the record and open its detail page. Select Save and add another to enter several in a row. (If the billing details couldn’t be saved, MapleGather opens the new record instead so you can see the note and finish them there.)

You can save with only the name. The record then shows as “Primary contact pending,” and you can add the main contact later.

Verify

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You’ll know it worked when the new detail page opens with an “Organization” badge next to the name. An “Organization created” note also appears briefly at the bottom of the screen.

If something goes wrong

Section titled “If something goes wrong”
  • “A record with this email already exists” — the primary contact email you entered is already on another record. Select View existing record to check it. If it’s genuinely a shared address, select Create anyway to create the organization regardless — MapleGather logs the override.
  • “Choose an organization” under Parent organization — a parent has to be another organization, not a person. Pick an organization from the list.
  • “Could not save — please try again” — a connection problem stopped the save. Your entries are still in the form; select Save again.
  • “Organization created — the billing email couldn’t be saved” — the organization was created, but the billing address didn’t save. Add it from the Billing routing card on the new record (see Route an organization’s invoices to a billing email).
  • “Organization created — saving the billing email needs a more recent sign-in” — the organization was created, but saving a billing email is a sensitive change and your sign-in was too old for it. Add the billing email from the Billing routing card on the new record; you may be asked to confirm it’s you by signing in again first. (If the billing address also didn’t save, the note reads “Organization created — the billing email and address couldn’t be saved” and says the same about signing in.)
  • The “Add an organization” option isn’t there — you may not have permission to create organizations. Contact your org owner.
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