Once you are in Account Settings, under "Organization Info" is where you can edit and update all of your account’s contact information like:
- Organization Name
- Phone Number
- Fax Number
- Tax ID & Fiscal Year End Date
Under Options, you can:
- Manage Picklists allows you to edit the values that appear in Dropdown fields all over the software. One place to edit things like Email Types, Phone Types, Address Types etc.
- Enter in which email addresses should be sent billing notifications or credit card statements.
- Update recognition name format
- Control if soft credits are included in calculated fields.
- Manage Quickbooks export settings
- Control if you'd like "First Name" as one of the fields used to determine if new information submitted through a form matches an existing constituent's record. Note: With First Name turned off only Email and Last Name or Address Street and Last Name need to match.
- Add Sites/Chapters