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 
  • Address
  • Phone Number
  • Fax Number
  • Email
  • Website
  • Industry
  • Logo. 
  • 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