Editing the Organization's General Information

Last updated on Feb 03, 2022

Editing General Info


When edits need to be made for Contacts, add the team member to the Teams panel first so that the member's listing is available when you click the Contacts + button.

To edit the organization's information:

  1. Click the Organization tab  organization in the sidebar.
  2. Click the General Info card or use the menu on the sidebar to select the General subpage.
  3. When viewing the Organization's information (General panel), click the  icon in the top right corner of the screen.
  4. Revise the content as desired.
  5. When finished, click the Done button in the top right corner of the screen.

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