• Working with Organization Contact Information
  • Organization Contact Information
  • Organization Name & Address Information
  • Changing Contact Preferences
  • Updating an Organization's Membership Information
  • Adding an Organization's Web Site Information
  • Tracking an Organization’s Business and Billing Address information
  • Editing Organization Name and Address Information
  • Batch Organization Name Update for Employees

Organization Address Information

Clicking the Edit Organization Info hyperlink on the Edit menu dropdown on the Organization Profile, opens the Organization Information window where you can edit the organization name, acronym, customer ID, organization type, source code, parent organization, primary contact name, business address, billing address, phone number, fax number, e-mail address, and web address. If demographics have been set up for the organization, they will also be present at the bottom of the window.

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).