This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
Users with the relevant permissions can edit organization profiles at any time. When organization information is updated, it is also updated in the organization tab of all historical proposals linked to the profile. Any new documents or reports generated from these proposals display the updated information.
To edit an organization's profile:
- Locate and open an organization.
- Select Edit Organization under the organization’s name and make any required updates.
- Save changes by selecting Save or Save & Close.
The following fields can be edited on a profile:
- Organization Name
- Tax ID
- Phone Number
- Fax Number
- Website
- Email Address
- Address Information (Address Line 1, Address Line 2, City, Region/State, Zip/Postal Code, Country)
- Internal Note
- Payment Tax ID
These details are displayed in the Organization Information section of the profile.