Editing Organization Name and Address Information

Make changes to an organization's name, address, and contact information from the Organization Profile screen, by editing the Address Informationsection of the profile.  From this section you have the option to edit organization information, affiliation information, and a detailed array of address and contact information.

1. Navigate to the Organization Profile.
2. Locate the Address Informationsection. Click theEdit button.

3. The Organization Informationform will appear. Make changes to the organization's address information using this form. You may update the following information in the Organization Information form:

• Organization Information

• Affiliation Information

• Address & Contact Information

• Demographics Information

4. Click Save to preserve changes.

Updating Organization Information

On the Organization Information form, the Organization Information section allows you to update:

• Organization Name (required): The full name of the organization. Once completed, this field automatically copies over to the Sort Name field. If you update the name of the organization,  you may use the Batch Organization Name Update for Employees process to mass update the organization name for those linked individuals that do not also have their addresses linked (and will, therefore, not have the organization name updated automatically as a result).
• Sort Name (required): The organization name as it will appear in search results and other lists on iWeb. Although this field is automatically completed when the Organization Name field is entered, you may edit or add text to customize the Sort Name.
• Customer ID: This is an ID number unique to the organization.
• Organization Type: Select the organization type from this drop-down menu.

• Acronym:  If the organization has an acronym, enter it here.
• Record Source: Use this drop-down field to select a source for the organization record. For example, was the organization information received from a Web site or a magazine ad?  Indicate the origin of the information using this drop-down list. Once the Record Source has been selected and the Organization Information form has been saved, this data becomes read-only.
  The Donor Source selected in this drop-down field appears on the main profile page. When running queries, "donor source" can also be specified as a criterion.
• Do Not Publish Info Online: If the organization does not want others to view their information on the eWeb site, click this check box to keep information from being shown in the online directory.
• Exclude from Social:  Clicking this check box will cause the organization profile to not appear on the MemberFuse Web site.

 

Updating Affiliation Information

Affiliate the organization with a parent organization or a primary contact using the Affiliation Information—Search Databasesection.

• Parent Organization: If the organization is related to a parent organization, indicate the parent organization in this field. You may enter part or all of the parent organization name in the search field, then click thelookup button to perform a search. You may also simply click the lookup button to view the complete list of organizations and select the parent organization from the main list.
• Primary Contact: Indicate the organization's primary contact in this field. You may enter part or all of the primary contact name in the search field, then click thelookup button to perform a search. You may also simply click the lookup button to view the complete list of individuals and select the primary contact from the main list.

Updating Address & Contact Information

Address and contact information may be updated in the Address & Contact Information section. You have the ability, not only to update address, phone, and e-mail details, but also to set an address or phone number as primary, opt to show addresses in the directory, and enter social media information.

Business Address Information

In the Business Address section, you may edit the following information:

• Primary:  Click this check box to indicate that the Business Address is the primary address for this organization. Only one address may be set as primary at a time. The address marked as Primary will be the default address for the user in the Shopping interface.
• Show in Directory:  Click this check box to indicate whether to show the business address in the organization directory. Either the Show in Directory check box for either the Business or Billing Address must be checked.  If one of these Show in Directory check boxes is deselected, the other will be automatically checked.
• Department:  Enter a department to associate with the organization in this field.

• Address Lines:  Enter up to three lines of an address in the Address Lines fields.
• City / State / Zip: Enter the City and Zip information and select the State from the drop-down menu.
• Country:  Select a country from this drop-down menu.
• Bad Address: If the address is out of date, click the Bad Address check box to indicate that it is no longer valid.  This flag serves as a visual aid in identifying incorrect addresses, and does not remove individuals or organizations from mailing lists or change any other functionality.

If the address marked as Primary is also marked as a Bad Address, the primary address still appears on profiles, but with the warning Marked as Bad Address!. For the Bad Address status to appear in query results, the "Bad Address" check box must be checked when selecting query data elements.

Note: If a country other than "United States" is selected from the Country drop-down list, the State drop-down menu will automatically go blank. New options become available in the State drop-down list, depending on the country that you select.

Billing Address Information

In the Billing Address section, you may edit the following information:

• Primary:  Click this check box to indicate that the Business Address is the primary address for this organization. Only one address may be set as primary at a time. The address marked as Primary will be the default address for the user in the Shopping interface.
• Show in Directory:  Click this check box to indicate whether to show the business address in the organization directory.

• Address Lines:  Enter up to three lines of an address in the Address Lines fields.
• City / State / Zip: Enter the City and Zip information and select the State from the drop-down menu.
• Country:  Select a country from this drop-down menu.
• Bad Address: Click this check box to indicate that the address is no longer accurate. If the address marked as Primary is also marked as a Bad Address, the primary address still appears on profiles and queries but with the warning Marked as Bad Address!.
  Please note that flagging an address as "bad" serves as a visual reminder only, and does not remove the address from any mailing lists or invoices.

Note: If a country other than "United States" is selected from the Country drop-down list, the State drop-down menu will automatically go blank. New options become available in the State drop-down list, depending on the country that you select.

Phone and Fax Information

The Phone and Fax Information section allows you to record numbers for an office phone, a toll free phone, an "other" phone, an office fax, and an "other" fax. You may enter an extension for any of these numbers in the appropriate Extension field.

The Primary check box allows you to set one phone number and one fax number as the primary. Only one phone and one fax number may be set as primary at a time.

E-Mail, Web Site, and Social Information

In the E-Mail, Web Site, and Social Information section, enter an Office E-Mail address.

Updating Demographics Information

If demographics fields have been created for use in organization profiles, they will appear in the Please provide the following additional information section at the bottom of the Organization Information window.

For more information on setting up organization demographics, see: Setting up the Demographic Information Form for Organizations.