Difference between revisions of "Association Information"

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[[File:Administrator Tasks-Set Up Organization Information-AdminTasks.1.03.2.jpg|framed|right]]
 
Information in these fields will be the default business information displayed within your software and on certain integrated web pages.
 
Information in these fields will be the default business information displayed within your software and on certain integrated web pages.
[[File:Administrator Tasks-Set Up Organization Information-AdminTasks.1.03.2.jpg|framed|right]]
 
 
#Click Setup in the left-hand navigation bar.
 
#Click Setup in the left-hand navigation bar.
 
#Click Organization Information in the Information area.
 
#Click Organization Information in the Information area.
 
#Edit the desired fields on the General Business Information screen.
 
#Edit the desired fields on the General Business Information screen.
#Upload your organization logo here for display at various places through the software.
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#*Ensure your organization's name and address is complete and accurate.
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#*Select the correct country and time zone.
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#*Update your phone numbers and enter in your organization's generic email address.
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#*Upload your organization's logo for display at various places through the software.
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#::''Click the small plus icon to open the upload screen.''
 
#Click Save.
 
#Click Save.
  
 
[[Category:Setup]][[Category:Getting Started]]
 
[[Category:Setup]][[Category:Getting Started]]

Revision as of 19:41, 26 October 2015

Information in these fields will be the default business information displayed within your software and on certain integrated web pages.

  1. Click Setup in the left-hand navigation bar.
  2. Click Organization Information in the Information area.
  3. Edit the desired fields on the General Business Information screen.
    • Ensure your organization's name and address is complete and accurate.
    • Select the correct country and time zone.
    • Update your phone numbers and enter in your organization's generic email address.
    • Upload your organization's logo for display at various places through the software.
    Click the small plus icon to open the upload screen.
  4. Click Save.