Edit Details for an Organization Constituent

After you add an organization to your database, you can edit the detail information about the organization, such as name, industry, and website URL as necessary.

Note: From a constituent record, to view an audit of the edits made to the record, select History under More information. The Constituent History page for the record appears. For information about the items on the Constituent History page, see Constituent History.

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 Organization Search.

2. Select the Organization tab.

3. Under Organization details, select Edit on the action bar. The Edit organization details screen appears. For information about the items on this screen, see Edit Organization Details Screen.

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

4. Edit the information as necessary.

5. To add an image for the constituent:

   1. In the Image field, select Choose file. The Open screen appears.

   2. Browse to and select the image file to use with the constituent.

   3. Select 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, select Clear file.

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