Difference between revisions of "Association Information"

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#*Ensure your organization's name and address is complete and accurate.
 
#*Ensure your organization's name and address is complete and accurate.
 
#*Select the correct country and time zone.
 
#*Select the correct country and time zone.
#*Update your phone numbers and enter in your organization's generic email address.
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#*Update your phone numbers and website.
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#*Enter in your organization's generic email address.  
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#::''This email is used when automatic emails are sent from the database as the from address''
 
#*Upload your organization's logo for display at various places through the software.
 
#*Upload your organization's logo for display at various places through the software.
#::''Click the small plus icon to open the upload screen.''
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#::''See [[Upload Your Logo]] for details''
 
#Click Save.
 
#Click Save.
  
[[Category:Setup]][[Category:Getting Started]]
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[[Category:Setup]][[Category:Getting Started]][[Category:Admin Tasks]]

Revision as of 20:02, 26 October 2015

Organization Info.png

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 website.
    • Enter in your organization's generic email address.
    This email is used when automatic emails are sent from the database as the from address
    • Upload your organization's logo for display at various places through the software.
    See Upload Your Logo for details
  4. Click Save.