Edit detail information about an organization

1. Open the record of the organization constituent with the detail information to edit. For information about how to open an organization constituent record, see .
2. Select the Organization tab.
3. Under Organization details, click Edit on the action bar. The Edit organization details screen appears. For information about the items on this screen, see .

Tip: To access the Edit organization information screen, you can also click the picture on the constituent record and click Edit.

4. Edit the information as necessary.
5. To add an image for the constituent:
a. In the Image field, click Choose file. The Open screen appears.
b. Browse to and select the image file to use with the constituent.
c. Click Open. You return to the Edit organization details screen. In the Image field, the selected image appears.

To remove the image selected for a constituent, click Clear file.

6. Click Save. You return to the Organization tab.

 

 

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