The table below explains the items on the Edit organization details screen. For information about how to access this screen, see Edit Details for an Organization Constituent.
Screen Item |
Description |
Name |
Enter the name of the organization, exactly as it should appear throughout the program. |
Industry |
Select the organization’s type of industry such as Health care or Education. |
No. of employees |
Enter the number of people employed at the organization. |
No. of subsidiary orgs |
If the organization is the parent of another organization, enter the number of companies the organization owns and controls. |
Website |
Enter the address to the organization’s corporate website. On the constituent record, the address entered appears as a link to the organization’s website. |
This is a primary organization |
If the location entered is the main headquarters or office of operation for the organization, select this checkbox. When you search for an organization, you can select to include only primary organizations in the search results. |
Image |
To add an image for the organization such as the company logo, click Choose file. The Open screen appears so you can browse to and select the image file to use. To remove an image associated with the constituent, click Clear file. |