Introduction
Learn how to customize your organization profile in this step-by-step guide. The Organization Profile page allows System Administrators to view the organization’s information within Neon CRM.
Recommended Reading Before You Start
Content
Accessing the Organization Profile Page
Editing Your Organization Information and/or Address
Updating Your Organization Information
Updating Your Organization Address Information
Adding or Updating Your Organization Mission Statement
Instructions
Accessing the Organization Profile Page
1. Select the Settings cog in the upper right corner and then select Organization Profile.
There are three main sections (as seen below) on the Organization Profile page: 1) Organization Information, 2) Address, and 3) Account Information.
Editing Your Organization Information and/or Address
You may edit both the Organization Information and Address sections, as applicable.
To edit either or both of these sections:
1. Select Edit above the applicable section.
Updating Your Organization Information
1. Update the Organization Information section per the table below and then select Save Changes when complete.
|
Field Name |
Description |
|
|
A. |
Organization Name |
Organization Name will be used for System Email communications |
|
B. |
Fiscal Year Start |
Fiscal year information will be used in reports and dashboard statistics |
|
C. |
Default Time Zone |
Select time zone for your organization |
|
D. |
Website |
Website will be used for System Email communications |
|
E. |
|
Facebook URL will be used in social media links in email templates |
|
F |
|
Facebook URL will be used in social media links in email templates |
|
G. |
Contact Name |
Contact Name will appear on event registration system emails, purchase acknowledgment emails, and printed receipts. This is also the system default value for the “from” name used in system emails. |
|
H. |
Contact Email |
Contact Email is the system default value for the “from” email used in system emails. Note: Addresses with @yahoo.com or @aol.com domains cannot be used for your Contact Email, as the DMARC policies of both providers will prevent their email addresses from being used as the "from" email when not sent from their own mail servers. |
|
I. |
Contact Phone |
Contact Phone will appear on event registration system emails, purchase acknowledgment emails, and printed receipts. |
|
J. |
Mission Statement |
Mission Statement will be used for system email communications. |
Updating Your Organization Address Information
1. Edit the address, as applicable, and then select Save Changes.
Viewing Account Information
This section displays important information, such as 1) your Organization ID and 2) your Neon CRM URL. This section also displays any enabled features included in your Neon CRM subscription.
Adding or Updating Your Organization Mission Statement
To add or update your organization's Mission Statement:
1. Select the Settings cog in the upper right corner and then select Global Settings.
2. Select Organization Tokens under the Organization Branding heading.
3. Make applicable changes in the Organization Mission Statement field and then select Save at the bottom of the page.
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