Update Associated Organization Details

This article provides steps to update associated organization details.

The name of the organization, location, external ID and type of organization that displays in the Organization list can be customized.

Here are the steps:

1. From Giving go to Organizations.
2. Click on the ellipses (3 vertical dots) to view the drop down menu.
3. Click on the desired organization.
4. Click on the ellipses (3 vertical dots) to see the drop down menu.
5. Click on Update Organization Details.

6. From the side sheet make update (Display Name, Location, External ID, Type)


7. Click on SAVE to process.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.


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