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Organization Child Forms Overview

An Organization Profile has a range of child forms that record information related to the organization (such as subscriptions, memberships, invoices, etc.) These child forms are grouped under tabs, which are located under the main information section of the Organization Profile.

Only one child form menu tab can be displayed at a time. Clicking the More tab expands a fly-out menu that lists all available child form categories. A breakdown of all child forms tabs available on the Organization Profile appears on the Organization Profile Child Forms page.

Edit Organization Address

To Edit an Organization Address ONLY from the Organization Profile Page, complete the following steps:

1. Select the Contact Info tab on the Organization Profile page.
2. Open the Addresses child form and click the edit button on the address record you wish to edit.
3. The Edit - Address window will display.
4. Make the appropriate edits and click Save .

   Note: editing a primary address from the child form will display that address as primary on the Profile Information Panels.