Introduction
Learn how to customize your organization profile in this step-by-step guide. The Organization Profile allows System Administrators to view your organization’s information with Neon CRM.
Recommended Reading Before You Start
Content
Customizing Organization Information
Instructions
Customizing Organization Information
1. In Mission Control Dashboard, navigate to Settings Cog and select Organization Profile.
2. Select Edit for Organization Information.
3. Edit information and select Save Changes when finished.
|
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. |
Edit Address Field
1. Select Edit for Address Field.
2. Edit information and select Save Changes when finished.
Account Information
This section will display:
- Your Organization ID
- Login URL
- Features currently included in your Neon CRM subscription
Recommended Related Articles