Difference between revisions of "Association Information"

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m (SPederson moved page Organization Information to Association Information: name change)
 
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[[File:Administrator Tasks-Set Up Organization Information-AdminTasks.1.03.2.jpg|framed|right]]
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[[File:Organization_Info.png|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.
 
#Click Setup in the left-hand navigation bar.
 
#Click Setup in the left-hand navigation bar.
#Click Organization Information in the Information area.
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#Click Association Information in the Association Options area.
#Edit the desired fields on the General Business Information screen.
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#Edit the desired fields on the General Association Information screen.
#*Ensure your organization's name and address is complete and accurate.
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#*Ensure your association'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.
#*Upload your organization's logo for display at various places through the software.
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#*Enter in your association's generic email address.  
#::''Click the small plus icon to open the upload screen.''
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#::''This email is used when automatic emails are sent from the database as the from address''
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#*Upload your association's logo for display at various places through the software.
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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]]

Latest revision as of 16:31, 25 April 2016

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 Association Information in the Association Options area.
  3. Edit the desired fields on the General Association Information screen.
    • Ensure your association's name and address is complete and accurate.
    • Select the correct country and time zone.
    • Update your phone numbers and website.
    • Enter in your association's generic email address.
    This email is used when automatic emails are sent from the database as the from address
    • Upload your association's logo for display at various places through the software.
    See Upload Your Logo for details
  4. Click Save.